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About the Role
Armanino offers a unique work environment where your passions, work, and family & friends can overlap, fostering 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
- Serve as the primary point of contact for assigned clients, delivering timely, accurate, and high-quality service.
- Build trusted client relationships through responsive communication, proactive problem-solving, and consistent follow-through.
- Coordinate and participate in client meetings and discussions regarding financial matters and ongoing projects.
- Collaborate with tax, legal, investment, banking, and insurance professionals to support client needs.
- Ensure client expectations are consistently met or exceeded through exceptional service delivery.
- Review and approve client invoices, payments, wire transfers, and cash management activities for accuracy and timeliness.
- Review general ledgers, bank reconciliations, financial statements, and supporting schedules.
- Review cash flow reports and monitor client liquidity needs.
- Review annual 1099 filings, year-end tax packages, payroll tax returns, and other financial reporting deliverables.
- Prepare and review budgets, forecasts, and financial analyses to support client decision-making.
- Review business license filings, Statements of Information, and other regulatory documents.
- Support client initiatives such as loan and credit applications, insurance reviews, real estate transactions, and investment documentation.
- Collaborate with insurance brokers and other advisors to support client financial and operational needs.
- Identify opportunities to improve processes and enhance efficiency across client engagements.
- Assist with special projects and other client-specific requests as needed.
- Review work prepared by Account Managers and support staff, providing coaching, guidance, and developmental feedback.
- Promote quality, accuracy, and consistency across client deliverables.
- Foster a collaborative and positive team environment.
- Plan, prioritize, and oversee multiple client engagements and deliverables while meeting deadlines.
- Handle sensitive client and personnel information with discretion and professionalism.
- Support business development efforts, including proposal preparation and participation in prospective client discussions.
- Identify opportunities to expand client relationships and introduce additional firm services.
- Contribute to practice growth and continuous improvement initiatives.
Requirements
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field, or equivalent work experience
- Minimum of 5 years of accounting, high-net-worth accounting, business management, outsourced accounting, or related professional services experience
- Experience reviewing work prepared by others and mentoring or supervising junior team members
- Strong understanding of general ledger accounting, financial reporting, cash management, and financial operations
- Experience managing multiple client relationships, engagements, and priorities in a deadline-driven environment
- Advanced proficiency in Microsoft Excel
Skills
- Microsoft Excel
Location
- New York
Work Type
- Flexible work arrangements
Experience Level
- 5 years of experience
Education Level
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field, or equivalent work experience
Salary/Compensations
- $102,100-$132,200
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.
- To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/