Manager, Family Office

Armanino

Manager in Family Office overseeing cash management and financial statements. Leading client relationships and internal team collaboration with high quality service.

Posted 5/20/2026full-timeSan Jose • California, Illinois, Pennsylvania, Texas, Utah • 🇺🇸 United StatesMid-LevelSenior💰 $88,300 - $120,200 per yearWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for assigned clients, delivering timely, high-quality service.
Oversee cash management, including invoice review and approval, payment processing, transfers, and cash flow monitoring.
Prepare and review financial statements, general ledgers, and bank reconciliations with accuracy and attention to detail.
Review cash flow reports, annual 1099 filings, year-end tax packages, and payroll tax returns prepared by third parties.
Prepare or review business license filings, Secretary of State Statements of Information, and other regulatory documents.
Coordinate and participate in client meetings; collaborate with internal teams and external advisors on client deliverables.
Provide coaching and guidance to Account Managers and junior team members, ensuring accuracy and supporting development.
Lead and support client initiatives such as loan or credit applications, insurance reviews, and investment documentation.
Build trusted client relationships through responsive communication, proactive problem-solving, and consistent delivery.
Identify opportunities to streamline processes and enhance efficiency across engagements.
Contribute to business development efforts, including proposal preparation and prospective client discussions.
Protect sensitive client information with discretion and professionalism.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or a related field.
Minimum 6 years of progressive accounting experience, including exposure to multi-entity structures or high-net-worth clients.
Minimum 1 year of supervisory or review experience.
Deep knowledge of general ledger accounting, financial reporting, and cash management.
Hands-on experience with Sage Intacct (required) and advanced proficiency in Microsoft Excel.
Proven ability to manage multiple priorities and client relationships in a deadline-driven environment.
Strong relationship management and communication skills, with confidence in client-facing interactions.
Sound judgment and problem-solving skills with the ability to work independently.
CPA, CFP, or other relevant certification (preferred).
Prior experience in a family office, business management, or professional services environment (preferred).
Familiarity with investment accounting, trust and estate entities, or alternative assets (preferred).
Experience collaborating with tax, legal, investment, and insurance advisors (preferred).

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

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

general ledger accountingfinancial reportingcash managementinvoice reviewpayment processingfinancial statements preparationbank reconciliationsSage IntacctMicrosoft Exceltax return preparation

Soft Skills

relationship managementcommunication skillsproblem-solvingcoachingattention to detailproactive communicationtime managementindependent workteam collaborationclient-facing interactions

Certifications

CPACFP