Account Manager I, Family Office

Armanino

Account Manager I responsible for managing financial operations for high-net-worth clients at Armanino, a leading accounting and consulting firm. Collaborating with the family office team and ensuring seamless service delivery.

Posted 7/8/2026full-timeSt. Louis • Colorado, Illinois, Montana, Pennsylvania, Texas • 🇺🇸 United StatesJunior💰 $54,200 - $73,700 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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.
Experience supporting high-net-worth clients or managing multi-entity accounting structures.
Experience mentoring or training junior staff, including offshore team members
Experience with QuickBooks and/or Sage Intacct.

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

Cash Operations ManagementInvoice ProcessingPayroll ExecutionFinancial ReportingBank ReconciliationTax Filing PreparationAccounts Receivable AgingIntercompany Activity ReconciliationFinancial Statement PreparationBill Payment Processing

Soft Skills

Attention To DetailOrganizational SkillsClient Service OrientationTeam CollaborationMentoring And Training