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

Account Manager III, Family Office at Armanino LLP

Account Manager III, Family Office

Armanino LLP · Boca Raton, FL, US

Today

Account Manager III, 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 smart and supportive people.

Responsibilities

  • Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery.
  • Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions.
  • Review and approve client invoices and oversee timely bill payment processes.
  • Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness.
  • Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms.
  • Coordinate with third-party payroll providers and review payroll tax returns and related filings.
  • Support client insurance, credit, and vendor matters in collaboration with the team lead.
  • Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs.
  • Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives.
  • Lead or participate in client meetings, cross-functional initiatives, and special projects.

Requirements

  • Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience.
  • Minimum of 3 years of progressive accounting experience, including general ledger, accounts payable, accounts receivable, payroll, and financial reporting.
  • Demonstrated experience managing accounting for multiple clients, entities, or complex structures.
  • Proficiency with QuickBooks and experience working across multiple accounting systems.
  • Proven ability to manage client relationships and deliver accounting solutions in a professional services environment.
  • Strong organizational skills with the ability to manage competing deadlines and priorities.

Skills

  • QuickBooks
  • Sage Intacct
  • Investment accounting and reporting
  • Tax examinations
  • Credit applications

Location

  • New York
  • San Francisco
  • Los Angeles

Work Type

  • Flexible work arrangements

Experience Level

  • Minimum of 3 years of progressive accounting experience

Education Level

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

Salary/Compensations

  • $78,400-$106,700

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.

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.