Senior Manager, Family Office Outsourcing

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• Own assigned client engagements end-to-end, driving deadlines, deliverables, client communication, team coordination, and issue resolution
• Lead and direct a pod of Managers and staff, setting clear expectations, priorities, and accountability for timely, accurate execution
• Train and coach team members on client-specific processes, accounting expectations, reporting requirements, systems, and quality standards
• Plan, direct, and coordinate monthly finance and accounting services to ensure work is complete, accurate, and client-ready
• Serve as a Family Office accounting subject matter expert, including technical guidance on US GAAP and complex client matters
• Perform detailed quality reviews of financial statements, supporting schedules, reconciliations, and work papers with a focus on accuracy, completeness, and presentation
• Identify execution gaps, process issues, or training needs early and drive corrective action before matters escalated
• Build and maintain repeatable processes, checklists, calendars, and review procedures to create consistency across client engagements
• Act as a liaison between clients, external auditors, internal stakeholders, and other service providers
• Support onboarding of new clients, including resource planning, work allocation, client training, and internal team readiness
• Support business development through participation in prospect meetings, pricing, and drafting engagement letters
• Lead complex Single Family Office engagements with multi-entity structures, intercompany activity, trusts, partnerships, and investment entities
• Drive accurate investment accounting, including traditional and alternative assets, capital statements, brokerage postings, reconciliations, bond amortization, equity/fund accounting, and omnibus accounts
• Oversee entity ownership changes, assignments, entity-level reporting, trust financial reporting, etc. Use family office systems and reporting tools, including Sage Intacct and investment reporting platforms such as Addepar or equivalents, to improve efficiency and transparency
• Create structure in complex client environments by defining processes, training the team, monitoring execution, and ensuring final deliverables meet family office quality expectations

• Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience
• Minimum 7 years of accounting experience, including both public and industry experience
• Minimum 2 years of experience leading teams in a fast-paced, results-oriented environment
• Full-cycle accounting experience, including financial reporting, A/P and A/R, and account reconciliations, with a solid understanding of US GAAP
• Strong knowledge of SFO structures, entity transfers, and investment accounting across asset classes
• Experience with brokerage postings, capital statements, and reconciliation techniques
• Experience with cloud-based accounting systems, including Sage Intacct
• Familiarity with:
  Investment reporting systems (e.g., Addepar or equivalents) Equity management and fund accounting Intercompany accounting and trust financials
• Preferred Qualifications CPA or CMA license Experience with cloud-based accounting system conversions Familiarity with:
  Omnibus bank account management Section 704(c) and tax stuffing concepts

• CPA or CMA license
• Experience with cloud-based accounting system conversions
• Familiarity with:
  Omnibus bank account management Section 704(c) and tax stuffing concepts

"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…