Wealth-Focused Client Accountant II

Armanino Advisory LLC; New York (NY); On-site; USD 69,000 - 94,000; Full time

Benefits offered by this job

Medical, dental, vision

401K with Profit Sharing

Generous PTO

Job summary

Armanino Advisory LLC, located in New York, seeks an experienced bookkeeper/accounting professional to maintain client books and produce monthly, quarterly, and annual statements. You will handle payroll, bill payments, and cash flow support while coordinating with senior staff on complex matters.

The role requires a bachelor’s degree in accounting or related field and at least two years of multi-client accounting experience, including QuickBooks Online and BILL Payroll.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience.
• Minimum of 2 years of accounting experience supporting multiple clients or entities.
• Experience in high-net-worth accounting, wealth management, business management, family office, or related professional services environments.
• Proficiency with QuickBooks Online and BILL Payroll processing experience with a strong focus on accuracy and timeliness.
• Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service.
• Strong attention to detail and ability to work efficiently in a deadline-driven environment.

Responsibilities

• Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
• Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
• Prepare monthly, quarterly, and annual financial statements and related reports
• Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
• Monitor cash activity and assist with cash flow analysis and forecasting
• Process payroll and support payroll-related reporting and compliance requirements
• Collaborate with internal team members to address client inquiries and support more complex accounting matters
• Assist senior team members with special projects and process improvement initiatives

Skills

Accounting

Payroll processing

QuickBooks Online

Education

Bachelor’s degree in Accounting or related field

Tools

BILL Payroll

Sage Intacct

Job description

Armanino Advisory LLC, located in New York, seeks an experienced bookkeeper/accounting professional to maintain client books and produce monthly, quarterly, and annual statements. You will handle payroll, bill payments, and cash flow support while coordinating with senior staff on complex matters.

The role requires a bachelor’s degree in accounting or related field and at least two years of multi-client accounting experience, including QuickBooks Online and BILL Payroll.