Manager, Family Office

Job Responsibilities

• Serve as the primary point of contact for assigned clients, delivering timely, high-quality service.
• Oversee cash management, including invoice review and approval, payment processing, transfers, and cash flow monitoring.
• Prepare and review financial statements, general ledgers, and bank reconciliations with accuracy and attention to detail.
• Review cash flow reports, annual 1099 filings, year-end tax packages, and payroll tax returns prepared by third parties.
• Prepare or review business license filings, Secretary of State Statements of Information, and other regulatory documents.
• Coordinate and participate in client meetings; collaborate with internal teams and external advisors on client deliverables.
• Provide coaching and guidance to Account Managers and junior team members, ensuring accuracy and supporting development.
• Lead and support client initiatives such as loan or credit applications, insurance reviews, and investment documentation.
• Build trusted client relationships through responsive communication, proactive problem-solving, and consistent delivery.
• Identify opportunities to streamline processes and enhance efficiency across engagements.
• Contribute to business development efforts, including proposal preparation and prospective client discussions.
• Protect sensitive client information with discretion and professionalism.

• Bachelor’s degree in Accounting, Finance, or a related field.
• Minimum 6 years of progressive accounting experience, including exposure to multi-entity structures or high-net-worth clients.
• Minimum 1 year of supervisory or review experience.
• Deep knowledge of general ledger accounting, financial reporting, and cash management.
• Hands‑on experience with Sage Intacct (required) and advanced proficiency in Microsoft Excel.
• Proven ability to manage multiple priorities and client relationships in a deadline‑driven environment.
• Strong relationship management and communication skills, with confidence in client‑facing interactions.
• Sound judgment and problem‑solving skills with the ability to work independently.

• CPA, CFP, or other relevant certification.
• Prior experience in a family office, business management, or professional services environment.
• Familiarity with investment accounting, trust and estate entities, or alternative assets.
• Experience collaborating with tax, legal, investment, and insurance advisors.

• Medical, dental, vision
• Generous PTO plan and paid sick time
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

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.

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.

For more information about the Consumer Notice at Collection for job applicants, see