Account Manager III, Family Office

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Our Family Office team supports high-net-worth clients and complex multi-entity structures. We’re looking for a seasoned Account Manager III to manage high-volume, high-risk AP and payments, support month-end close, mentor the team, and partner with clients. You’ll focus on accuracy, strong controls, and a clean, timely close — while helping improve workflows and prevent issues before they arise.
** Job Responsibilities
*** Serve as the primary escalation point for complex invoices, vendor issues, and non-standard billing arrangements.
* Review and approve high-risk or sensitive invoices, including large payments and multi-entity allocations, and provide clear feedback to improve quality and consistency across the team.
* Partner with leadership on high-risk payments and wires, ensuring proper documentation, approvals, and adherence to control frameworks.
* Support and partially own month-end close activities related to AP, cash, and key accounts, including reconciliations, journal entries, and close documentation.
* Ensure all invoices for the period are captured, approved, processed, or appropriately accrued, and proactively flag risks to close timelines.
* Assist with AP and expense variance analysis and prepare supporting schedules for tax or year-end reporting as needed.
* Identify recurring errors, inefficiencies, or control gaps and help implement practical, sustainable solutions.
* Contribute to the design and upkeep of SOPs, checklists, and improved workflows, including automation or AI-supported processes.
* Act as a senior operational point of contact for clients on AP and payment-related questions, timing, and escalations.
* Coordinate with vendors on escalated issues and support leadership in discussions around scope, SLAs, and priorities.
* Review work, mentor Account Manager II and AP staff, and support training efforts to raise the overall quality and effectiveness of the team.
* Model clear communication, strong documentation, and disciplined use of processes and controls.
** Requirements
* ** Bachelor’s degree in Accounting, Finance, or equivalent experience.
* Minimum of 3 years of bookkeeping or outsourced accounting experience, including:  + Accounts payable  + Month-end close support  + Working with multi-entity or multi-location structures
* Experience reviewing work and serving as an escalation point for others.
* Strong background handling complex or high-risk transactions (e.g., large payments, multi-entity allocations, wires).
* Organized, detail-oriented, and able to manage multiple priorities in a high-volume environment.
* Confident communicator with clients, vendors, and internal teams.
* Experience with cloud-based accounting and AP tools (e.g., , Intacct, Net Suite, Quick Books).
** Preferred Qualifications
*** Experience in a family office, business management, or outsourced accounting environment.
* Experience with Sage Intacct or other multi-entity GL systems.
* Exposure to AP automation, AI-assisted workflows, or ticketing systems.
* Demonstrated ability to improve processes, including implementing workflow changes, updating SOPs, or reducing recurring errors.*"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…