Manager, Family Office Transition & Technology Transformation

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The Family Office Transition & Technology Transformation Manager is a client-facing consulting role focused on supporting the design and execution of future-state accounting operations for family office clients. This individual plays a key role in assessing current environments, contributing to solution design, and helping drive client transitions from fragmented processes to scalable, integrated operating models.

This role balances hands-on involvement in discovery, design support, and execution coordination, while building deeper expertise in family office structures and technology transformation.

Job Responsibilities

• Support discovery engagements to assess client technology, processes, controls, and entity structures

• Contribute to future-state design, including: GL and accounting system structure, AP and expense workflows, investment accounting processes and reporting frameworks

• Assist in building transition roadmaps, including sequencing and dependencies

• Help execute transition plans and coordinate with delivery teams

• Ensure documentation and knowledge transfer for post-transition support

• Support system selection and implementation efforts (e.g., Sage Intacct)

• Identify process gaps and inefficiencies and recommend improvements

• Assist in documenting workarounds for system limitations

• Contribute to standardizing accounting and operational processes

• Identify opportunities for automation and workflow improvements

• Apply working knowledge of multi-entity structures (operating, investment, trusts) and intercompany relationships and ownership structures

• Support investment accounting processes, reconciliations, and reporting

• Gain familiarity with platforms like Addepar and Black Diamond

• Support client communications and help explain recommendations

• Work closely with Senior Managers and delivery teams

• Help manage timelines, risks, and execution details

• Assist in developing templates, tools, and documentation

• Support knowledge sharing and team development

• Contribute to improving transition processes

Requirements

• Bachelor's degree in accounting required or equivalent working experience

• Minimum of 6 years of experience in family office accounting, outsourcing accounting, or consulting environments

• Strong pre existing knowledge of family office entity structures, ownership, intercompany, and investment accounting

• Experience with technology implementations, system integrations, and process redesign in complex multi entity environments

Preferred Qualifications

• Familiarity with investment systems (e.g., Addepar, Black Diamond)

• CPA or equivalent credential

"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.

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.