Senior Consultant, Family Office Outsourcing

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.
** Job Responsibilities
*** Lead day-to-day accounting operations for multiple clients, including general ledger, accounts payable, accounts receivable, payroll, and period-end close.
* Manage accounting across multiple entities, including intercompany transactions and consolidated reporting.
* Manage investment, fund, and trust accounting, including alternative investments, capital accounts, distributions, and complex ownership structures.
* Communicate routinely with senior executives, advisors, and client decision-makers regarding financial close, issues, and deliverables.
* Train, supervise, and mentor staff accountants on day-to-day functions and family office-specific processes.
* Assist with onboarding new clients, including process setup, allocation of resources, and staff training.
* Participate in and lead accounting software implementations or integrations.
* Assist in corporate and business owner tax matters as applicable.
** Requirements
* ** Bachelor’s degree in Accounting, Finance, or related field.
* Minimum 3 years of hands-on experience in accounting operations and financial reporting, including GL, AP, AR, payroll, and period-end close.
* Experience managing accounting for 10–50+ entities in a multi-entity environment.
* Exposure to investment accounting, fund accounting, alternative investments, or equity/member capital account management.
* Strong written and verbal communication skills; able to present financial information clearly to clients and advisors.
* Ability to work independently, prioritize effectively, and deliver accurate results under tight deadlines.
* Proficiency with accounting and investment software (e.g., Sage Intacct, Net Suite, Quick Books Online, Addepar, Black Diamond, or similar platforms).
** Preferred Qualifications
*** CPA designation or progress toward certification.
* Experience supervising or mentoring junior staff and guiding client engagements.
* Familiarity with wealth management, fund administration, private equity, or real estate investment accounting.
* Direct experience in a family office or private client services environment, including multi-entity accounting, complex equity structures, and investment reporting.
* Strong knowledge of trust accounting and alternative investments.*"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…