Account Manager II — Wealth & Private Client Services

Armanino; New York (NY); On-site; USD 69,000 - 94,000; Full time

Benefits offered by this job

Medical, dental, vision

Generous PTO plan and paid sick time

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

Armanino is seeking a detail-oriented accounting professional in New York to maintain books for individuals and closely held businesses. You will track investment activity, prepare financial statements, handle payroll, and support cash flow analysis while engaging with multiple clients.

Requirements include a bachelor's degree and at least 2 years' accounting experience, with proficiency in QuickBooks Online and BILL. High-net-worth experience and Sage Intacct are preferred.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
• Minimum of 2 years of accounting experience supporting multiple clients or entities
• Experience in high-net-worth accounting, wealth management, business management, family office, or related professional services environments
• Proficiency with QuickBooks Online and BILL
• Payroll processing experience with a strong focus on accuracy and timeliness
• Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service
• Strong attention to detail and ability to work efficiently in a deadline-driven environment

Responsibilities

• Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
• Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
• Prepare monthly, quarterly, and annual financial statements and related reports
• Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
• Monitor cash activity and assist with cash flow analysis and forecasting
• Process payroll and support payroll-related reporting and compliance requirements
• Collaborate with internal team members to address client inquiries and support more complex accounting matters
• Assist senior team members with special projects and process improvement initiatives

Skills

Accounting expertise

Client service

Multitasking

Education

Bachelor’s degree in Accounting/Finance

Tools

QuickBooks Online

BILL

Sage Intacct

Job description

Armanino is seeking a detail-oriented accounting professional in New York to maintain books for individuals and closely held businesses. You will track investment activity, prepare financial statements, handle payroll, and support cash flow analysis while engaging with multiple clients.

Requirements include a bachelor's degree and at least 2 years' accounting experience, with proficiency in QuickBooks Online and BILL. High-net-worth experience and Sage Intacct are preferred.