Armanino

Account Manager I – Family Office

Armanino

full-time

Posted on:

Location Type: Office

Location: St. Louis • Colorado • Illinois • United States

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Salary

💰 $54,200 - $73,700 per year

Job Level

Junior

About the role

  • Serve as additional point of contact for clients, providing responsive and proactive support.
  • Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits.
  • Prepare, review, and process invoices, wire transfers, and bill payments accurately and efficiently.
  • Execute payroll and coordinate with third-party payroll providers as needed.
  • Reconcile intercompany activity and review bank reconciliations to ensure accuracy.
  • Prepare and review financial reports, including cash receipts/disbursements and accounts receivable aging.
  • Assist with preparation of financial statements and tax filings, including 1099s and relevant city/state forms.
  • Support client-related insurance, credit, and vendor communications in collaboration with the team lead.
  • Collaborate with and provide guidance to team members and participate in training and development initiatives.
  • Participate in team meetings and contribute to continuous improvement of client service.
  • Perform additional duties to support client and team needs as required.

Requirements

  • Bachelor’s degree in Accounting, Finance, Business, or related field (or equivalent experience)
  • Minimum 1 year of experience in business management, bookkeeping, or accounting
  • Proven ability to work collaboratively and contribute to team development
  • High level of accuracy and attention to detail in financial reporting
  • Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment
  • Committed to delivering exceptional client service and proactively addressing client needs.
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
cash operationsinvoice processingwire transferspayroll executionbank reconciliationfinancial reportingfinancial statements preparationtax filingsaccounts receivable agingintercompany activity reconciliation
Soft Skills
client supportcollaborationteam developmentattention to detailorganizational skillsprioritizationmulti-taskingclient serviceproactive communicationcontinuous improvement
Certifications
Bachelor’s degree in AccountingBachelor’s degree in FinanceBachelor’s degree in Business