Account Manager , Family Office

Account Manager I

Account Manager I will play a key role in supporting high‑net‑worth clients, managing day‑to‑day financial operations, and collaborating with the family office team to ensure seamless service delivery.

• Serve as a point of contact for clients, providing responsive and proactive support.
• Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits.
• Prepare, review, and process invoices, wire transfers, and bill payments accurately and efficiently.
• Execute payroll and coordinate with third‑party payroll providers as needed.
• Reconcile intercompany activity and review bank reconciliations to ensure accuracy.
• Prepare and review financial reports, including cash receipts/disbursements and accounts receivable aging.
• Assist with preparation of financial statements and tax filings, including 1099s and relevant city/state forms.
• Support client‑related insurance, credit, and vendor communications in collaboration with the team lead.
• Collaborate with and provide guidance to team members, participate in training and development initiatives.
• Participate in team meetings and contribute to continuous improvement of client service.
• Perform additional duties to support client and team needs as required.

• Bachelor’s degree in Accounting, Finance, Business, or related field (or equivalent experience).
• Minimum 1 year of experience in business management, bookkeeping, or accounting.
• Proven ability to work collaboratively and contribute to team development.
• High level of accuracy and attention to detail in financial reporting.
• Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast‑paced environment.
• Committed to delivering exceptional client service and proactively addressing client needs.

• Experience supporting high‑net‑worth clients or managing multi‑entity accounting structures.
• Experience mentoring or training junior staff, including offshore team members.
• Experience with Quick Books and/or Sage Intacct.

• Medical, dental, and vision insurance.
• Generous PTO plan and paid sick time.
• Flexible work arrangements.
• 401(k) with profit sharing.
• Wellness program.
• Generous parental leave.
• 11 paid holidays.

• Colorado residents: $54,200 – $73,700.
• Washington, Illinois, and New York residents: $56,500 – $77,000.
• California residents: $70,000 – $80,500.

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.