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About the Role
Armanino offers a unique work environment where your passions, work, and family & friends can overlap, helping you achieve growth through a network of supportive individuals.
Responsibilities
- Serve as the primary client liaison, developing strong, trusted relationships with high‑net‑worth individuals and family stakeholders.
- Read, prioritize, and respond to client and vendor communications; ensure timely and appropriate follow-up.
- Coordinate and participate in client meetings; lead discussions on financial performance, reporting, and planning needs.
- Support business development efforts and contribute to the growth of the Family Office practice.
- Review and approve client invoices and ensure timely bill payments through accounting systems.
- Oversee and validate wire transfers for accuracy, completeness, and timeliness.
- Review general ledgers, bank reconciliations, and cash flow statements for accuracy and completeness.
- Prepare or review financial statements and deliver high-quality reporting packages.
- Review annual 1099 filings, payroll tax returns, and year-end tax packages prepared for tax partners.
- Review and support filings for city business licenses, Secretary of State Statements of Information, and Business Personal Property returns.
- Work closely with team members to prepare supporting documentation for tax examinations and audits.
- Collaborate with property & casualty insurance brokers, including review of coverage, renewals, and workers’ compensation audits.
- Assist with client medical insurance reimbursement processes, as needed.
- Communicate with team members and vendors to resolve billing inquiries.
- Lead or contribute to client-requested projects such as real estate acquisitions or leases, insurance policy reviews, loan applications, investment subscription documents, and other personal or family office matters.
- Identify process improvement opportunities and enhancements to client service delivery.
- Supervise, mentor, and develop team members, providing feedback, coaching, and support for professional growth.
- Manage team capacity, delegate work effectively, and foster a collaborative, high-trust environment.
- Promote best practices, quality control, and adherence to firm processes and standards.
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
- Minimum of 8 years of progressive accounting experience
- Direct experience serving family office clients and supporting high-net-worth individuals, families, or multi-entity structures
- Minimum of 3 years of supervisory or leadership experience, including experience managing and developing Managers or other team leaders
- Experience overseeing a portfolio of complex client relationships and engagements
- Experience with resource planning, capacity management, delegation, and quality oversight
- Strong understanding of general ledger accounting, financial reporting, cash management, and financial operations
- Ability to manage multiple clients and deliver high-quality work under deadlines
- Excellent communication skills and the ability to build trusted relationships with clients, external advisors, and internal teams
- Experience contributing to business development, practice growth, or revenue-related activities
- Advanced proficiency in Microsoft Excel
Skills
- Sage Intacct experience
- CPA, CFP, or another relevant professional designation
- Investment reporting
- Alternative investments
- Trust and estate accounting
- Complex entity structures
- Business and operational acumen
- Process improvements
- Scalable practices
- Collaboration with external advisors (tax, legal, insurance, banking, investment professionals)
Location
- New York
- San Francisco
- City of Los Angeles
Work Type
- Flexible work arrangements
Experience Level
- 8 years of progressive accounting experience
- 3 years of supervisory or leadership experience
Education Level
- Bachelor’s degree in Accounting, Finance, or a related field
- Equivalent work experience
- CPA
- CFP
Salary/Compensations
- $106,800-$145,400
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 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.
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.
- To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/