Director, Family Office
Armanino
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • Colorado • United States
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Salary
💰 $133,500 - $211,500 per year
Job Level
About the role
- Serve as the primary relationship lead for complex, multi entity high net worth clients and family offices
- Lead all internal and external client communications with clarity, professionalism, and strategic insight
- Oversee the delivery of day to day family office services including bill pay, cash management, financial reporting, payroll coordination, and compliance filings
- Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness
- Provide strategic guidance related to wealth planning, entity structuring, investments, liquidity, insurance, and risk management
- Partner with external advisors (tax, legal, investment managers, insurance brokers) to ensure clients receive coordinated, proactive service
- Lead client meetings and participate in special client engagements (e.g., major purchases, loans, insurance reviews, investment subscriptions)
- Oversee the accuracy, timeliness, and quality of all deliverables generated by the family office team
- Ensure compliance with deadlines for tax packages, payroll tax reconciliations, 1099 filings, city business licenses, statements of information, and other regulatory requirements
- Identify opportunities to streamline processes, enhance technology adoption, and drive operational improvements
- Maintain deep technical knowledge of financial reporting, general ledger structure, entity accounting, and family office operations
- Ensure proper use of technology including Sage Intacct (required), Excel, and other practice approved tools
- Lead, mentor, and develop a multi level family office team with an emphasis on coaching, career development, and skill progression
- Align staffing across clients to optimize realization, team development, and service quality
- Promote a culture of collaboration, innovation, and continuous improvement
- Model Armanino’s values and actively support firmwide initiatives, PVAs, and practice growth priorities
- Identify new business opportunities within existing client relationships and through external networks
- Contribute to proposal development, pricing strategies, and onboarding of new clients
- Develop and maintain a market-facing presence that enhances Armanino’s brand in the private client and family office community
- Partner with practice leaders to innovate service offerings and support the long term growth strategy of the Family Office group
Requirements
- Bachelor’s degree in Accounting, Finance, or related field required
- Minimum 10 years of progressive Family Office, Business Management, Wealth Management, or High‑Net‑Worth client service experience
- Minimum 5 years in a leadership role overseeing teams, client relationships, and operational delivery
- Deep understanding of GAAP, financial reporting, general ledger accounting, and multi‑entity structures
- Proficiency in Sage Intacct (required), Excel, and related financial management technologies
- Strong executive communication skills and ability to build trust with sophisticated families, executives, and advisor networks
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
financial reportinggeneral ledger accountingGAAPentity accountingwealth planningrisk managementcash managementcompliance filingsinvoice reviewfinancial statement analysis
Soft Skills
executive communicationrelationship managementleadershipstrategic insightcoachingteam developmentcollaborationinnovationprocess improvementtrust building
Certifications
Bachelor’s degree in AccountingBachelor’s degree in Finance