Account Manager I, Family Office

Account Manager I

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.

The Account Manager I will play a key role in supporting high-net-worth clients, managing day-to-day financial operations, and collaborating with the family office team to ensure seamless service delivery. This is an opportunity to gain hands-on experience across accounting, cash management, payroll, and client communications in a multi-entity environment.

Job Responsibilities

• Serve as additional point of contact for clients, providing responsive and proactive support.
• Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits.
• Prepare, review, and process invoices, wire transfers, and bill payments accurately and efficiently.
• Execute payroll and coordinate with third-party payroll providers as needed.
• Reconcile intercompany activity and review bank reconciliations to ensure accuracy.
• Prepare and review financial reports, including cash receipts / disbursements and accounts receivable aging.
• Assist with preparation of financial statements and tax filings, including 1099s and relevant city / state forms.
• Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
• Collaborate with and provide guidance to team members and participate in training and development initiatives.
• Participate in team meetings and contribute to continuous improvement of client service.
• Perform additional duties to support client and team needs as required.

Requirements

Preferred Qualifications

Armaino 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 : $57,000 - $67,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position : $59,500 - $70,000. For Northern California residents, the compensation range for this position : $62,200 - $73,200. 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 :

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.