Account Manager II, Family Office

Armanino

Account Manager II managing accounting services for high-net-worth individuals at Armanino. Collaborating with a team to provide comprehensive financial reporting and client-centered service in the US.

Posted 4/14/2026full-timeCalifornia, Colorado, Illinois, Pennsylvania, Texas • 🇺🇸 United StatesJuniorMid-Level💰 $62,700 - $81,000 per yearWebsite

About the role

Key responsibilities & impact

Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
Prepare monthly, quarterly, and annual financial statements and related reports
Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
Monitor cash activity and assist with cash flow analysis and forecasting
Process payroll and support payroll-related reporting and compliance requirements
Collaborate with internal team members to address client inquiries and support more complex accounting matters
Assist senior team members with special projects and process improvement initiatives

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
Minimum of 2 years of experience supporting high-net-worth individuals in accounting, wealth management, or family office environments
Proficiency with QuickBooks Online (QBO) and BILL required
Payroll processing experience with a strong focus on accuracy and timeliness
Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service
Strong attention to detail and ability to work efficiently in a deadline-driven environment
Proficiency in Microsoft Office, including Excel, Word, and Outlook

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

accountingfinancial statementspayroll processingcash flow analysisdata integrityreportingreconciliationprocess improvementinvestment activitybill pay

Soft Skills

attention to detailclient-centered servicetime managementcollaborationproblem-solvingorganizational skillscommunicationability to manage multiple clientsefficiencydeadline-driven

Certifications

Bachelor’s degree in AccountingBachelor’s degree in Financerelated field degree