Director, Family Office

Armanino Advisory LLC; San Francisco (CA); On-site; USD 153,000 - 212,000; Full time

Benefits offered by this job

Medical

Dental

Vision

PTO

Flexible work arrangements

401K with Profit Sharing

Wellness program

Parental leave

11 paid holidays

Job summary

Armanino is seeking an experienced Senior Family Office Lead in San Francisco to manage complex high-net-worth client relationships and deliver comprehensive family office services.

You will guide wealth planning, entity structuring, and coordination with tax, legal, and investment advisors, ensuring timely, accurate deliverables and strong client satisfaction.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Minimum 10 years of progressive Family Office, Business Management, Wealth Management, or High-Net-Worth client service experience.
• Minimum 5 years in a leadership role overseeing teams, client relationships, and operational delivery.
• Deep understanding of GAAP, financial reporting, general ledger accounting, and multi-entity structures.
• Proficiency in Sage Intacct (required), Excel, and related financial management technologies.

Responsibilities

• Serve as the primary relationship lead for complex, multi entity high net worth clients and family offices.
• Lead all internal and external client communications with clarity, professionalism, and strategic insight.
• Oversee the delivery of day to day family office services including bill pay, cash management, financial reporting, payroll coordination, and compliance filings.
• Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness.
• Provide strategic guidance related to wealth planning, entity structuring, investments, liquidity, insurance, and risk management.
• Partner with external advisors (tax, legal, investment managers, insurance brokers) to ensure clients receive coordinated, proactive service.
• Lead client meetings and participate in special client engagements (e.g., major purchases, loans, insurance reviews, investment subscriptions).
• Oversee the accuracy, timeliness, and quality of all deliverables generated by the family office team.
• Ensure compliance with deadlines for tax packages, payroll tax reconciliations, 1099 filings, city business licenses, statements of information, and other regulatory requirements.
• Identify opportunities to streamline processes, enhance technology adoption, and drive operational improvements.
• Maintain deep technical knowledge of financial reporting, general ledger structure, entity accounting, and family office operations.
• Ensure proper use of technology including Sage Intacct (required), Excel, and other practice approved tools.
• Lead, mentor, and develop a multi level family office team with an emphasis on coaching, career development, and skill progression.
• Align staffing across clients to optimize realization, team development, and service quality.
• Promote a culture of collaboration, innovation, and continuous improvement.
• Model Armanino's values and actively support firmwide initiatives, PVAs, and practice growth priorities.
• Identify new business opportunities within existing client relationships and through external networks.
• Contribute to proposal development, pricing strategies, and onboarding of new clients.
• Develop and maintain a market-facing presence that enhances Armanino's brand in the private client and family office community.
• Partner with practice leaders to innovate service offerings and support the long term growth strategy of the Family Office group.

Skills

Leadership

Client relations

Communication

GAAP knowledge

Finance

Education

Bachelor's degree in Accounting/Finance

Tools

Sage Intacct

Excel

Job description

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities

• Serve as the primary relationship lead for complex, multi entity high net worth clients and family offices.
• Lead all internal and external client communications with clarity, professionalism, and strategic insight.
• Oversee the delivery of day to day family office services including bill pay, cash management, financial reporting, payroll coordination, and compliance filings.
• Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness.
• Provide strategic guidance related to wealth planning, entity structuring, investments, liquidity, insurance, and risk management.
• Partner with external advisors (tax, legal, investment managers, insurance brokers) to ensure clients receive coordinated, proactive service.
• Lead client meetings and participate in special client engagements (e.g., major purchases, loans, insurance reviews, investment subscriptions).
• Oversee the accuracy, timeliness, and quality of all deliverables generated by the family office team.
• Ensure compliance with deadlines for tax packages, payroll tax reconciliations, 1099 filings, city business licenses, statements of information, and other regulatory requirements.
• Identify opportunities to streamline processes, enhance technology adoption, and drive operational improvements.
• Maintain deep technical knowledge of financial reporting, general ledger structure, entity accounting, and family office operations.
• Ensure proper use of technology including Sage Intacct (required), Excel, and other practice approved tools.
• Lead, mentor, and develop a multi level family office team with an emphasis on coaching, career development, and skill progression.
• Align staffing across clients to optimize realization, team development, and service quality.
• Promote a culture of collaboration, innovation, and continuous improvement.
• Model Armanino's values and actively support firmwide initiatives, PVAs, and practice growth priorities.
• Identify new business opportunities within existing client relationships and through external networks.
• Contribute to proposal development, pricing strategies, and onboarding of new clients.
• Develop and maintain a market-facing presence that enhances Armanino's brand in the private client and family office community.
• Partner with practice leaders to innovate service offerings and support the long term growth strategy of the Family Office group.

Requirements

• Bachelor's degree in Accounting, Finance, or related field required.
• Minimum 10 years of progressive Family Office, Business Management, Wealth Management, or High-Net-Worth client service experience.
• Minimum 5 years in a leadership role overseeing teams, client relationships, and operational delivery.
• Deep understanding of GAAP, financial reporting, general ledger accounting, and multi-entity structures.
• Proficiency in Sage Intacct (required), Excel, and related financial management technologies.
• Strong executive communication skills and ability to build trust with sophisticated families, executives, and advisor networks.

Preferred Qualifications

• CPA, CFP, CMA, or other relevant professional certification.
• Experience with investment reporting, alternative investments, trust/estate accounting, or complex entity structures.
• Strong business development skills and a track record of contributing to practice growth.
• Experience managing relationships with institutional-level advisors (legal, tax, wealth, insurance).

"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Armanino expresses prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge. Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $133,500 - $165,250. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $146,800 - $181,800. For Northern California residents, the compensation range for this position: $153,400 - $211,500. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Benefits

• 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

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration. For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. Armanino is one of the top 25 largest independent accounting and business consulting firms in the United States. We are a nationwide leader serving privately held companies and private individuals, as well as nonprofit organizations and public entities.