Account Manager III, Family Office
Armanino
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • Colorado • United States
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Salary
💰 $71,300 - $111,500 per year
About the role
- Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery
- Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions
- Review and approve client invoices and oversee timely bill payment processes
- Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness
- Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms
- Coordinate with third-party payroll providers and review payroll tax returns and related filings
- Support client insurance, credit, and vendor matters in collaboration with the team lead
- Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs
- Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives
- Lead or participate in client meetings, cross-functional initiatives, and special projects
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
- Minimum of 3 years of progressive accounting experience, including general ledger, AP, AR, payroll, and financial reporting
- Demonstrated experience managing accounting for multiple entities and complex client structures
- Proficiency with QuickBooks and experience working across multiple accounting systems
- Proven ability to manage client relationships and deliver accounting solutions in a professional services environment
- Strong organizational skills with the ability to manage competing deadlines and priorities
Benefits
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accountingfinancial reportinggeneral ledgeraccounts payableaccounts receivablepayrollcash managementfinancial statement analysistax filingsclient invoicing
Soft Skills
communicationorganizational skillsclient relationship managementmentorshipteam developmentproactive service deliverydeadline managementproblem-solvingcollaborationleadership
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceCPA (Certified Public Accountant)CMA (Certified Management Accountant)CFA (Chartered Financial Analyst)Enrolled AgentTax Preparation CertificationFinancial Planning Certification