Senior Manager, Family Office Accounting

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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.

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.

Job Responsibilities

• Lead and manage a team of Managers and Accountants supporting multiple Family Office clients
• Oversee timely and accurate monthly financial reporting, account reconciliations, and full-cycle accounting services in accordance with US GAAP
• Serve as a subject matter expert on Family Office accounting, including complex Single Family Office (SFO) structures
• Manage client relationships for ultra-high-net-worth (UHNW) individuals and families with net worth exceeding $100 million
• Ensure comprehensive investment accounting across traditional and alternative asset classes, including brokerage reconciliations, bond amortization, capital statements, equity and fund accounting, and trust financial reporting
• Act as primary liaison with external auditors, tax advisors, and other professional service providers
• Lead new client onboarding, including process design, system setup, and team training
• Provide technical leadership on financial systems, with extensive hands-on experience in Sage Intacct, including reporting design, multi-entity chart of accounts configuration, and report package development
• Foster a culture of operational excellence, continuous process improvement, and professional development within the team
• Support business development efforts through prospect meetings, pricing strategy, and proposal preparation

Requirements

• Bachelor's degree in Accounting, Finance, or related field, or equivalent work experience
• Minimum 7 years of progressive accounting experience, including both public and private company roles
• Minimum 2 years of experience leading accounting teams in a dynamic, client-facing environment
• Experience working with UHNW clients with net worth exceeding $100 million
• Background in a multifamily office or consulting firm supporting multiple clients, or within a Single Family Office (SFO) for a billionaire
• Strong expertise in Family Office structures, entity transfers, investment accounting, intercompany transactions, and trust financial reporting
• Extensive experience with Sage Intacct, including reporting, multi-entity chart of accounts management, and financial system administration
• Deep understanding of US GAAP, investment reconciliation, and complex multi-entity accounting environments

Preferred Qualifications

• CPA or CMA license
• Experience with cloud-based accounting system implementations or conversions
• Familiarity with:

Investment reporting platforms (e.g., Addepar or equivalents)

Equity management, fund accounting, and omnibus banking

Section 704(c) and tax stuffing principles

"Armanino" is the brand name under which Armanino LLP, Armanino CPA 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 and Armanino CPA LLP are licensed independent CPA firms that provide 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 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.

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $119,000 - $167,000. For Illinois residents, the compensation range for this position: $123,000 - $183,700. For Washington residents, the compensation range for this position: $123,000 - $183,700. For New York residents, the compensation range for this position: $123,000 - $183,700. For Southern California residents, the compensation range for this position: $123,000 - $183,700. For Northern California residents, the compensation range for this position: $128,000 - $192,000. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including:

• 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

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/

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.