Account Manager III, Family Office

Account Manager III

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about. 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 Account Manager III is a senior contributor within the Family Office team, responsible for managing complex multi-entity accounting operations and financial reporting for high-net-worth clients. This role requires direct client engagement and combines hands-on accounting work, leadership in reviewing the work of other team members, and participation in special projects.

Job Responsibilities

• Serve as a primary point of contact for clients, ensuring proactive communication and service delivery.
• Oversee cash management, including monitoring balances, processing transfers, and approving wire transfers.
• Approve client invoices and ensure timely payment.
• Prepare, review, and analyze financial statements and general ledgers for accuracy and completeness.
• Review cash flow statements, accounts receivable, and tax filings (including 1099s, payroll taxes, and city / state forms).
• Coordinate with third-party payroll providers and review payroll tax returns.
• Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
• Collaborate with the team lead to prepare supporting documentation for tax examinations, credit applications, and other client needs.
• Mentor and review work of team members, including participating in training and development initiatives.
• Lead or participate in client meetings and special projects as needed.

Requirements