Account Manager II, Family Office at Armanino LLP | Boca Raton, FL, US | Rezi

Account Manager II, Family Office at Armanino LLP

Account Manager II, Family Office

Armanino LLP · Boca Raton, FL, US

Today

Account Manager II, Family Office

Armanino LLP · Boca Raton, FL, US

an hour ago
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About the Role

Armanino offers a unique work environment where your passions, work, and family & friends can overlap, supporting your growth through a network of supportive individuals. We aim to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Responsibilities

  • Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness.
  • Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments.
  • Prepare monthly, quarterly, and annual financial statements and related reports.
  • Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals.
  • Monitor cash activity and assist with cash flow analysis and forecasting.
  • Process payroll and support payroll-related reporting and compliance requirements.
  • Collaborate with internal team members to address client inquiries and support more complex accounting matters.
  • Assist senior team members with special projects and process improvement initiatives.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience.
  • Minimum of 2 years of accounting experience supporting multiple clients or entities.
  • Experience in high-net-worth accounting, wealth management, business management, family office, or related professional services environments.
  • Proficiency with QuickBooks Online and BILL.
  • Payroll processing experience with a strong focus on accuracy and timeliness.
  • Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service.
  • Strong attention to detail and ability to work efficiently in a deadline-driven environment.

Skills

  • QuickBooks Online
  • BILL
  • Payroll processing

Location

  • New York
  • San Francisco
  • Los Angeles

Work Type

  • Flexible work arrangements

Experience Level

  • Minimum of 2 years of accounting experience

Education Level

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

Salary/Compensations

  • $69,000-$93,900

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.

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.