Family Office Outsourcing Lead — Flexible Work

Armanino Advisory LLC; New York (NY); On-site; USD 109,000 - 189,000; 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 Advisory LLC in New York is seeking a senior Family Office accounting leader to own client engagements end-to-end, oversee a pod of managers, and ensure timely, accurate financial reporting. You will guide onboarding of new clients and participate in business development.

You will provide US GAAP expertise, perform quality reviews, and drive process improvements across complex multi-entity structures and investment accounting, using Sage Intacct and Addepar to enhance transparency and

Qualifications

• Bachelor’s degree in accounting, Finance, or a related field.
• Minimum 7 years of accounting experience, including both public and industry experience.
• Minimum 2 years of experience leading teams in a fast-paced environment.
• Full-cycle accounting experience with US GAAP.
• Experience with Sage Intacct and Addepar.

Responsibilities

• Own assigned client engagements end-to-end, driving deadlines, deliverables, client communication, team coordination, and issue resolution.
• Lead and direct a pod of Managers and staff, setting clear expectations, priorities, and accountability.
• Train and coach team members on processes, accounting expectations, reporting requirements, systems, and quality standards.
• Plan, direct, and coordinate monthly finance and accounting services to ensure work is complete, accurate, and client-ready.
• Serve as a Family Office accounting subject matter expert, including US GAAP guidance on complex client matters.
• Perform detailed quality reviews of financial statements, reconciliations, and workpapers.
• Identify gaps and driving corrective action; build repeatable processes and checklists.

Education

Bachelor’s degree in accounting, Finance, or related field

Tools

Sage Intacct

Addepar

Job description

Armanino Advisory LLC in New York is seeking a senior Family Office accounting leader to own client engagements end-to-end, oversee a pod of managers, and ensure timely, accurate financial reporting. You will guide onboarding of new clients and participate in business development.

You will provide US GAAP expertise, perform quality reviews, and drive process improvements across complex multi-entity structures and investment accounting, using Sage Intacct and Addepar to enhance transparency and