Account Manager
Sysco
Mid · Seniorfull-time$101k–$152k / yearCalifornia · 🇺🇸 United States
Posted: 13 hours agoSource: sysco.wd5.myworkdayjobs.com
Account Manager III, Family Office
Armanino
full-time
Posted on:
Location Type: Office
Location: San Francisco • California, Colorado, Illinois, Pennsylvania, Utah • 🇺🇸 United States
Visit company websiteSalary
💰 $78,200 - $92,000 per year
Job Level
Mid-LevelSenior
About the role
- Serve as a primary point of contact for clients, building trusted relationships and ensuring their needs are met with professionalism and care.
- Oversee day-to-day accounting operations for multiple entities, including cash management, bill payments, payroll coordination, and general ledger review.
- Prepare and review financial statements, cash flow reports, and year-end tax packages.
- Coordinate with external tax advisors, payroll providers, and insurance brokers to support client compliance and planning.
- Review and approve work prepared by team members, providing guidance and mentorship as needed.
- Support clients with financial transactions such as wire transfers, credit applications, and investment reporting.
- Participate in client meetings and collaborate with internal teams to deliver integrated solutions.
- Contribute to process improvements and best practices within the Family Office practice.
Requirements
- Bachelor’s degree in accounting, finance, or related field, or equivalent experience.
- Minimum 4 years of progressive accounting experience, including financial reporting, payroll, and multi-entity accounting.
- Proficiency in Sage Intacct.
- Strong organizational skills and attention to detail, with the ability to manage multiple priorities in a fast-paced environment.
- Demonstrated success in client-facing roles, with the ability to communicate complex information clearly and professionally.
- Collaborative mindset with experience mentoring or reviewing the work of others.
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
accountingfinancial reportingpayrollmulti-entity accountingcash managementbill paymentsgeneral ledger reviewfinancial statements preparationcash flow reportingtax package preparation
Soft skills
organizational skillsattention to detailclient-facing communicationcollaborationmentorshipprocess improvementrelationship buildingprofessionalismguidanceproblem-solving