Senior Family Office Outsourcing Lead

Armanino; Chicago (IL); On-site; USD 81,000 - 106,000; Full time

Benefits offered by this job

Medical benefits

Dental & Vision

PTO

Flexible work

401K with profit sharing

Wellness program

Parental leave

11 holidays

Job summary

Armanino is seeking a Senior Consultant to join the Family Office Outsourcing team, handling day-to-day accounting for diverse client portfolios with multi-entity structures and complex equity. The role offers opportunities to deepen technical expertise, lead client engagements, and grow within family office or private client services.

Responsibilities include managing GL, intercompany transactions, investment accounting, and tax matters while mentoring staff and onboarding new clients in a

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 3+ years of hands-on experience in accounting operations and financial reporting (GL, AP, AR, payroll, and period-end close).
• Experience managing accounting for 10–50+ entities in a multi-entity environment.
• Exposure to investment accounting, fund accounting, alternative investments, or equity/member capital account management.
• Strong written and verbal communication; able to present financial information clearly to clients and advisors.
• Ability to work independently, prioritize effectively, and meet tight deadlines.
• Proficiency with accounting and investment software (e.g., Sage Intacct, NetSuite, QuickBooks Online, Addepar, BlackDiamond, or similar platforms).

Responsibilities

• Lead day-to-day accounting operations for multiple clients, including general ledger, accounts payable, accounts receivable, payroll, and period-end close.
• Manage accounting across multiple entities, including intercompany transactions and consolidated reporting.
• Manage investment, fund, and trust accounting, including alternative investments, capital accounts, distributions, and complex ownership structures.
• Communicate routinely with senior executives, advisors, and client decision-makers regarding financial close, issues, and deliverables.
• Train, supervise, and mentor staff accountants on day-to-day functions and family office-specific processes.
• Assist with onboarding new clients, including process setup, allocation of resources, and staff training.
• Participate in the accounting software implementations or integrations.
• Assist in corporate and business owner tax matters as applicable.

Skills

Accounting

Financial reporting

Communication

Independent work

Education

Bachelor's degree

Tools

Sage Intacct

NetSuite

QuickBooks Online

Addepar

BlackDiamond

Job description

Armanino is seeking a Senior Consultant to join the Family Office Outsourcing team, handling day-to-day accounting for diverse client portfolios with multi-entity structures and complex equity. The role offers opportunities to deepen technical expertise, lead client engagements, and grow within family office or private client services.

Responsibilities include managing GL, intercompany transactions, investment accounting, and tax matters while mentoring staff and onboarding new clients in a