Manager, Family Office Account Management

Armanino LLP; Boca Raton (FL); On-site; USD 102,000 - 132,000; Full time

Benefits offered by this job

Medical, dental, vision

PTO and sick time

Flexible work arrangements

401K with Profit Sharing

Wellness program

Generous parental leave

11 paid holidays

Job summary

Armanino LLP is actively seeking a seasoned accounting professional to lead high-net-worth client engagements in a dynamic, client-focused environment. You will manage multiple relationships, review financial statements, and coordinate with tax, legal, and investment professionals to support client decisions.

The role emphasizes mentoring junior staff, supervising engagements, and identifying process improvements while delivering high-quality service and timely financial insights.

Qualifications

• Bachelor’s degree in accounting or related field required.
• Minimum of 5 years accounting, high-net-worth, business management, outsourced accounting, or related professional services experience.
• Experience reviewing work prepared by others and mentoring or supervising junior team members.
• Advanced proficiency in Microsoft Excel.

Responsibilities

• Serve as the primary point of contact for assigned clients, delivering timely, accurate, and high-quality service.
• Build trusted client relationships through responsive communication, proactive problem-solving, and consistent follow-through.
• Coordinate and participate in client meetings and discussions regarding financial matters and ongoing projects.
• Collaborate with tax, legal, investment, banking, and insurance professionals to support client needs.
• Ensure client expectations are consistently met or exceeded through exceptional service delivery.
• Review and approve client invoices, payments, wire transfers, and cash management activities for accuracy and timeliness.
• Review general ledgers, bank reconciliations, financial statements, and supporting schedules.
• Review cash flow reports and monitor client liquidity needs.
• Review annual 1099 filings, year-end tax packages, payroll tax returns, and other financial reporting deliverables.
• Prepare and review budgets, forecasts, and financial analyses to support client decision-making.
• Review business license filings, Statements of Information, and other regulatory documents.
• Support client initiatives such as loan and credit applications, insurance reviews, real estate transactions, and investment documentation.
• Collaborate with insurance brokers and other advisors to support client financial and operational needs.
• Identify opportunities to improve processes and enhance efficiency across client engagements.
• Assist with special projects and other client-specific requests as needed.
• Review work prepared by Account Managers and support staff, providing coaching, guidance, and developmental feedback.
• Promote quality, accuracy, and consistency across client deliverables.
• Foster a collaborative and positive team environment.
• Plan, prioritize, and oversee multiple client engagements and deliverables while meeting deadlines.
• Handle sensitive client and personnel information with discretion and professionalism.
• Support business development efforts, including proposal preparation and participation in prospective client discussions.
• Identify opportunities to expand client relationships and introduce additional firm services.
• Contribute to practice growth and continuous improvement initiatives.

Skills

Client relationship management

Mentoring juniors

Financial analysis

Excel proficiency

Education

Bachelor’s degree in Accounting, Finance, Business Administration, or related field

Tools

Sage Intacct

Microsoft 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 point of contact for assigned clients, delivering timely, accurate, and high-quality service.
• Build trusted client relationships through responsive communication, proactive problem-solving, and consistent follow-through.
• Coordinate and participate in client meetings and discussions regarding financial matters and ongoing projects.
• Collaborate with tax, legal, investment, banking, and insurance professionals to support client needs.
• Ensure client expectations are consistently met or exceeded through exceptional service delivery.
• Review and approve client invoices, payments, wire transfers, and cash management activities for accuracy and timeliness.
• Review general ledgers, bank reconciliations, financial statements, and supporting schedules.
• Review cash flow reports and monitor client liquidity needs.
• Review annual 1099 filings, year-end tax packages, payroll tax returns, and other financial reporting deliverables.
• Prepare and review budgets, forecasts, and financial analyses to support client decision-making.
• Review business license filings, Statements of Information, and other regulatory documents.
• Support client initiatives such as loan and credit applications, insurance reviews, real estate transactions, and investment documentation.
• Collaborate with insurance brokers and other advisors to support client financial and operational needs.
• Identify opportunities to improve processes and enhance efficiency across client engagements.
• Assist with special projects and other client-specific requests as needed.
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• Review work prepared by Account Managers and support staff, providing coaching, guidance, and developmental feedback.
• Promote quality, accuracy, and consistency across client deliverables.
• Foster a collaborative and positive team environment.
• Plan, prioritize, and oversee multiple client engagements and deliverables while meeting deadlines.
• Handle sensitive client and personnel information with discretion and professionalism.
• Support business development efforts, including proposal preparation and participation in prospective client discussions.
• Identify opportunities to expand client relationships and introduce additional firm services.
• Contribute to practice growth and continuous improvement initiatives.

Requirements

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent work experience
• Minimum of 5 years of accounting, high-net-worth accounting, business management, outsourced accounting, or related professional services experience
• Experience reviewing work prepared by others and mentoring or supervising junior team members
• Strong understanding of general ledger accounting, financial reporting, cash management, and financial operations
• Experience managing multiple client relationships, engagements, and priorities in a deadline-driven environment
• Advanced proficiency in Microsoft Excel

Preferred Qualifications

• Family office experience
• Sage Intacct experience
• CPA, CFP, or another relevant professional designation
• Experience supporting high-net-worth individuals, business management clients, or multi-entity structures
• Experience supervising staff or serving as an engagement or team lead
• Experience working with trusts, partnerships, investment entities, or alternative investments
• Experience collaborating with tax, legal, investment, insurance, and banking professionals

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 expressly 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 New York residents, the compensation range for this position: $102,100-$132,200. 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.

Armanino has a robust offering of benefits, including:

• 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.