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About the Role

The Family Office Accounting Senior Manager leads a team supporting multiple Family Office clients, including Accountants and Managers. This role is responsible for developing talent, optimizing resource allocation, and building trusted client relationships. The Senior Manager drives process improvement, ensures high-quality financial reporting, and collaborates across departments to facilitate smooth onboarding and contribute to business growth. They take ownership of their clients’ success journey, proactively addressing needs and delivering an exceptional client experience.

Responsibilities

Own assigned client engagements end-to-end, driving deadlines, deliverables, client communication, team coordination, and issue resolution
Lead and direct a pod of Managers and staff, setting clear expectations, priorities, and accountability for timely, accurate execution
Train and coach team members on client-specific processes, accounting expectations, reporting requirements, systems, and quality standards
Plan, direct, and coordinate monthly finance and accounting services to ensure work is complete, accurate, and client-ready
Serve as a Family Office accounting subject matter expert, including technical guidance on US GAAP and complex client matters
Perform detailed quality reviews of financial statements, supporting schedules, reconciliations, and workpapers with a focus on accuracy, completeness, and presentation
Identify execution gaps, process issues, or training needs early and drive corrective action before matters escalate
Build and maintain repeatable processes, checklists, calendars, and review procedures to create consistency across client engagements
Act as a liaison between clients, external auditors, internal stakeholders, and other service providers
Support onboarding of new clients, including resource planning, work allocation, client training, and internal team readiness
Support business development through participation in prospect meetings, pricing, and drafting engagement letters
Lead complex Single Family Office engagements with multi-entity structures, intercompany activity, trusts, partnerships, and investment entities
Drive accurate investment accounting, including traditional and alternative assets, capital statements, brokerage postings, reconciliations, bond amortization, equity/fund accounting, and omnibus accounts
Oversee entity ownership changes, assignments, entity-level reporting, trust financial reporting, etc.
Use family office systems and reporting tools, including Sage Intacct and investment reporting platforms such as Addepar or equivalents, to improve efficiency and transparency
Create structure in complex client environments by defining processes, training the team, monitoring execution, and ensuring final deliverables meet family office quality expectations

Requirements

Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience
Minimum 7 years of accounting experience, including both public and industry experience
Minimum 2 years of experience leading teams in a fast-paced, results-oriented environment
Full-cycle accounting experience, including financial reporting, A/P and A/R, and account reconciliations, with a solid understanding of US GAAP
Strong knowledge of SFO structures, entity transfers, and investment accounting across asset classes
Experience with brokerage postings, capital statements, and reconciliation techniques
Experience with cloud-based accounting systems, including Sage Intacct
Familiarity with investment reporting systems (e.g., Addepar or equivalents)
Familiarity with equity management and fund accounting
Familiarity with intercompany accounting and trust financials

Skills

US GAAP
Sage Intacct
Addepar

Experience Level

Minimum 7 years of accounting experience
Minimum 2 years of experience leading teams

Education Level

Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience

Salary/Compensations

$108,500 - $189,300

Benefits

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

About the Company

Armanino is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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 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.

Equal Opportunity

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.
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