Senior Manager, Family Office Account Management

## Senior Manager, Family Office Account Management Apply:
New York City, New York (Madison Ave.):
Boca Raton, Florida:
Full time:
Posted Yesterday:
JR104377

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 t’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.

** Job Responsibilities
*** Serve as the primary client liaison, developing strong, trusted relationships with high‐net‐worth individuals and family stakeholders.
* Read, prioritize, and respond to client and vendor communications; ensure timely and appropriate follow-up.
* Coordinate and participate in client meetings; lead discussions on financial performance, reporting, and planning needs.
* Support business development efforts and contribute to the growth of the Family Office practice.
* Review and approve client invoices and ensure timely bill payments through accounting systems.
* Oversee and validate wire transfers for accuracy, completeness, and timeliness.
* Review general ledgers, bank reconciliations, and cash flow statements for accuracy and completeness.
* Prepare or review financial statements and deliver high-quality reporting packages.
* Review annual 1099 filings, payroll tax returns, and year-end tax packages prepared for tax partners.
* Review and support filings for city business licenses, Secretary of State Statements of Information, and Business Personal Property returns.
* Work closely with team members to prepare supporting documentation for tax examinations and audits.
* Collaborate with property & casualty insurance brokers, including review of coverage, renewals, and workers’ compensation audits.
* Assist with client medical insurance reimbursement processes, as needed.
* Communicate with team members and vendors to resolve billing inquiries.
* Lead or contribute to client-requested projects such as real estate acquisitions or leases, insurance policy reviews, loan applications, investment subscription documents, and other personal or family office matters.
* Identify process improvement opportunities and enhancements to client service delivery.
* Supervise, mentor, and develop team members, providing feedback, coaching, and support for professional growth.
* Manage team capacity, delegate work effectively, and foster a collaborative, high-trust environment.
* Promote best practices, quality control, and adherence to firm processes and standards.
** Requirements
* ** Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
* Minimum of 8 years of progressive accounting experience
* Direct experience serving family office clients and supporting high-net-worth individuals, families, or multi-entity structures
* Minimum of 3 years of supervisory or leadership experience, including experience managing and developing Managers or other team leaders
* Experience overseeing a portfolio of complex client relationships and engagements
* Experience with resource planning, capacity management, delegation, and quality oversight
* Strong understanding of general ledger accounting, financial reporting, cash management, and financial…