Account Manager III, Family Office

Job description

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.

Our Family Office team supports high-net-worth clients with complex, multi-entity structures. We are seeking a technically capable Account Manager III who is a strong systems user, detail-oriented, and comfortable supporting multiple client environments. This role focuses on leveraging accounting systems, improving workflows, and supporting multi-entity operations — rather than high-volume transactional processing.

• Support accounting operations across multiple complex client environments, ensuring accuracy, organization, and efficiency
• Utilize Sage Intacct, Net Suite, or Microsoft Dynamics to manage multi-entity accounting and financial reporting
• Assist with month-end and period-end close, including reconciliations, journal entries, and financial review across multiple entities
• Leverage existing system functionality and automation features to help streamline workflows and reduce manual effort
• Help maintain and improve workflows, SOPs, and documentation to support consistency and quality across clients
• Use Excel (Pivot Tables, VLOOKUP) to organize data, support reporting, and improve operational visibility
• Support multi-entity financial tracking and consolidations across entities and locations
• Partner with internal teams and clients to deliver responsive, high-quality accounting support in a service-oriented environment
• Review work and support development of junior staff, helping elevate accuracy and efficiency

• Bachelor’s degree in Accounting, Finance, or equivalent experience.
• Minimum of 4 years of accounting experience, preferably in outsourced accounting.
• Experience supporting multiple complex clients and multi-entity / multi-location structures.
• Experience supporting month-end close across multiple sets of books.
• Experience with Sage Intacct, Net Suite, or Microsoft Dynamics.
• Strong Excel skills, including Pivot Tables and VLOOKUP.
• Comfortable working within established systems and leveraging existing tools to improve efficiency.
• Organized, detail-oriented, and able to manage multiple priorities across client environments.
• Strong communication skills and client-service mindset

• Experience in Family Office, Business Management, or similar high-touch client service environment
• Exposure to workflow improvements, system enhancements, or process efficiency initiatives
• Experience supporting consolidations across multiple entities
• Demonstrated ability to improve accuracy and efficiency through process and workflow improvements

"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…