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The Account Manager III is a senior contributor within the Family Office team, responsible for managing complex multi-entity accounting operations and financial reporting for high-net-worth clients. This role requires direct client engagement and combines hands-on accounting work, leadership in reviewing the work of other team members, and participation in special projects.
Job Responsibilities
Serve as a primary point of contact for clients, ensuring proactive communication and service delivery.
Oversee cash management, including monitoring balances, processing transfers, and approving wire transfers.
Approve client invoices and ensure timely payment.
Prepare, review, and analyze financial statements and general ledgers for accuracy and completeness.
Review cash flow statements, accounts receivable, and tax filings (including 1099s, payroll taxes, and city/state forms).
Coordinate with third-party payroll providers and review payroll tax returns.
Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
Collaborate with the team lead to prepare supporting documentation for tax examinations, credit applications, and other client needs.
Mentor and review work of team members, including participating in training and development initiatives.
Lead or participate in client meetings and special projects as needed.
Requirements
Bachelor’s degree in Accounting, Finance, or related field (or equivalent experience).
Minimum 3 years of progressive accounting experience across general ledger, AP, AR, payroll, and financial reporting.
Proven experience managing accounting for multiple entities.
Proficiency with QuickBooks and other accounting software.
Strong organizational skills with a record of managing competing deadlines and priorities.
Direct experience managing client relationships and delivering accounting solutions in a service-based environment.
“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.
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 Colorado residents, the compensation range for this position: $75,000 - $88,200. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $82,500 - $97,000. For Northern California residents, the compensation range for this position: $86,200 - $101,400. 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.