Senior Family Office Account Manager

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

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.