Senior Manager, Family Office
Armanino
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • Colorado • United States
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Salary
💰 $97,100 - $138,200 per year
Job Level
About the role
- 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 related field (or equivalent experience).
- Minimum of 8 years of progressive accounting experience, ideally serving high‑net‑worth clients, family offices, or multi‑entity environments.
- Minimum of 3 years of supervisory or leadership experience, including coaching and developing team members.
- Strong understanding of general ledger accounting, financial reporting, and cash management.
- Proficiency with Sage Intacct and advanced Excel skills.
- Ability to manage multiple clients and deliver high-quality work under deadlines.
- Excellent communication skills and the ability to build rapport with clients and internal teams.
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 reportingcash managementgeneral ledger accountingfinancial statementstax filingsinvoice reviewwire transfer validationbank reconciliationprocess improvement
Soft Skills
client liaisonrelationship buildingcommunicationteam leadershipmentoringcollaborationcoachingdelegationproblem solvingtime management
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Finance