Senior Manager, Family Office

Senior Manager, Family Office at Armanino summary :

As a Senior Manager at Armanino's Family Office, you oversee financial and accounting activities for high-net-worth clients, including reviewing ledgers, managing cash flow, and coordinating tax and insurance matters. You lead a team, ensuring accurate financial reporting, timely payments, and compliance with regulatory requirements while supporting client relationship management and business development. Your role requires expertise in accounting software, strong communication, and the ability to manage multiple client needs simultaneously.

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.

Job Responsibilities

• Has direct client contact.
• Reads and prioritizes emails from clients and vendors and take appropriate action.
• Approves clients' invoices in accounting software and ensure bills are paid timely on an ongoing basis.
• Oversees wire transfers for accuracy and timeliness.
• Reviews clients' general ledger(s) for accuracy.
• Reviews Bank Reconciliations.
• Reviews cash flow statement of receipts and disbursements for team lead.
• Reviews preparation of annual 1099 filings.
• Reviews year-end tax package for tax accountants.
• Reviews payroll tax returns prepared by payroll company to the general ledger.
• Reviews and assists with Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property.
• Prepares / Reviews Financial Statements.
• Coordinates client meetings, as needed.
• Collaborates with team to prepare supporting documents for tax examination, if applicable.
• Collaborates with property & casualty insurance brokers (i.e. review annual rates and coverage, worker's compensation audit), as needed.
• Communicates with team to resolve billing inquiries (telephone company, cable, etc), as needed.
• Assist with clients' medical insurance reimbursements, as needed.
• Participates in special projects upon client requests, such as buying / leasing a house / automobile, review insurance policies, complete subscription documents for new investments, complete loan applications, etc.
• Participates in business development, as needed.

Requirements

Preferred Qualifications

"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 : $142,000 - $167,000. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position : $156,000 - $183,700. For Northern California residents, the compensation range for this position : $163,300 - $192,000. 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

To view our Consumer Notice at Collection for job applicants, please visit :

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Keywords :

family office management, financial reporting, general ledger review, tax compliance, cash flow management, client relationship management, accounting software, wealth management, team leadership, business development