Account Manager Iii, Family Office

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Our Family Office team supports high-net-worth clients with complex, multi-entity structures. We are seeking a technically capable Account Manager III who is a strong systems user, detail-oriented, and comfortable supporting multiple client environments. This role focuses on leveraging accounting systems, improving workflows, and supporting multi-entity operations - rather than high-volume transactional processing.

Job Responsibilities

• Support accounting operations across multiple complex client environments, ensuring accuracy, organization, and efficiency

• Utilize Sage Intacct, NetSuite, or Microsoft Dynamics to manage multi-entity accounting and financial reporting

• Assist with month-end and period-end close, including reconciliations, journal entries, and financial review across multiple entities

• Leverage existing system functionality and automation features to help streamline workflows and reduce manual effort

• Help maintain and improve workflows, SOPs, and documentation to support consistency and quality across clients

• Use Excel (Pivot Tables, VLOOKUP) to organize data, support reporting, and improve operational visibility

• Support multi-entity financial tracking and consolidations across entities and locations

• Partner with internal teams and clients to deliver responsive, high-quality accounting support in a service-oriented environment

• Review work and support development of junior staff, helping elevate accuracy and efficiency

Requirements

• Bachelor's degree in Accounting, Finance, or equivalent experience.

• Minimum of 4 years of accounting experience, preferably in outsourced accounting.

• Experience supporting multiple complex clients and multi-entity / multi-location structures.

• Experience supporting month-end close across multiple sets of books.

• Experience with Sage Intacct, NetSuite, or Microsoft Dynamics.

• Strong Excel skills, including Pivot Tables and VLOOKUP.

• Comfortable working within established systems and leveraging existing tools to improve efficiency.

• Organized, detail-oriented, and able to manage multiple priorities across client environments.

• Strong communication skills and client-service mindset

Preferred Qualifications

• Experience in Family Office, Business Management, or similar high-touch client service environment

• Exposure to workflow improvements, system enhancements, or process efficiency initiatives

• Experience supporting consolidations across multiple entities

• Demonstrated ability to improve accuracy and efficiency through process and workflow improvements

"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 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 Washington residents and Southern California residents, the compensation range for this position: $78,400 - $99,500. For Northern California residents, the compensation range for this position: $81,900 - $111,500. 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.