Armanino

Manager, Family Office Outsourcing

Armanino

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Montana • Texas • United States

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About the role

  • Plan, direct, and coordinate with staff for timely and accurate monthly finance and accounting services for family office clients.
  • Provide technical expertise in US GAAP, multi-entity accounting, investment and fund accounting, alternative investments, and trust accounting.
  • Oversee financial statement preparation and review, including consolidated reporting and supporting schedules for multiple entities.
  • Liaison with external auditors, internal advisors, and client decision-makers.
  • Lead client onboarding and transition, including process setup, allocation of resources, and staff training.
  • Foster proactive relationships with clients and internal teams to ensure accurate and timely financial reporting.
  • Coach and mentor staff consultants and senior consultants, supporting their technical and professional growth.
  • Participate in business development efforts, including prospect meetings, pricing, and drafting engagement letters.
  • Lead or participate in accounting software implementations and integrations (Sage Intacct preferred).

Requirements

  • Bachelor’s degree in Accounting, Finance, or related field, or equivalent experience.
  • Minimum 5 years of experience in accounting and finance, including GL, AP, AR, payroll, budgeting/forecasting, and reconciliations.
  • Experience managing accounting for multiple entities (10–50+) and/or investment portfolios.
  • Knowledge of equity and capital account management and alternative investments.
  • Strong analytical and accounting skills.
  • Excellent verbal and written communication skills; able to explain complex financial information clearly to clients and internal stakeholders.
  • Proficiency with multiple accounting systems (Sage Intacct, QuickBooks, NetSuite, Xero) and MS Office (Word, Excel, PowerPoint, Outlook).
  • Ability to prioritize, work independently, and meet deadlines in a client-focused environment.
  • Flexibility to work from home while collaborating in person half the time.
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
US GAAPmulti-entity accountinginvestment accountingfund accountingtrust accountingfinancial statement preparationbudgetingforecastingreconciliationsanalytical skills
Soft Skills
communication skillsrelationship buildingcoachingmentoringclient onboardingprocess setupresource allocationindependent workdeadline managementflexibility