<p>At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.</p> <p>Armanino is proud to be?Among the top 20 Largest Accounting and Consulting Firms in the Nation?and one of the?Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills, and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check out of life when you check in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.</p> <p>Armanino's Family Office team provides personalized financial, accounting, and advisory services to high-net-worth individuals, families, and their closely held entities. We are seeking a highly organized and client-focused Account Management Manager to oversee daily financial operations and build long-lasting client relationships. This role requires a strong accounting background, exceptional attention to detail, and the ability to manage multiple priorities in a fast-paced environment.</p> <p>Job Responsibilities</p> <p>Client Relationship Management</p> <ul> <li> <p>Serve as the primary point of contact for assigned clients.</p> </li><li> <p>Coordinate and lead client meetings, ensuring their needs and expectations are met.</p> </li><li> <p>Act as a trusted advisor by proactively addressing inquiries and anticipating client needs.</p> </li><li> <p>Communicate with vendors, service providers, and internal teams to resolve client-related matters.</p> </li><li> <p>Support clients with special projects such as home or auto purchases, loan applications, insurance reviews, or investment documentation.</p> </li></ul> <p>Financial Oversight & Reporting</p> <ul> <li> <p>Review and approve vendor bills and invoices in accounting systems, ensuring timely payment.</p> </li><li> <p>Monitor and oversee wire transfers, ensuring accuracy and timeliness.</p> </li><li> <p>Review client general ledgers, bank reconciliations, and financial statements for accuracy and completeness.</p> </li><li> <p>Prepare and review monthly, quarterly, and annual financial statements, budgets, and cash flow forecasts.</p> </li><li> <p>Track and reconcile investment activity, including traditional, alternative, and private investments.</p> </li><li> <p>Maintain accurate and organized books for individuals and closely held businesses.</p> </li></ul> <p>Compliance & Tax Coordination</p> <ul> <li> <p>Oversee the preparation and review of annual 1099 filings, year-end tax packages, and payroll tax returns.</p> </li><li> <p>Assist with tax-related filings such as City Business License Returns, Secretary of State filings, and Business Property Statements.</p> </li><li> <p>Collaborate with internal and external tax teams to provide required documentation and respond to examination requests.</p> </li></ul> <p>Team Leadership & Operational Excellence</p> <ul> <li> <p>Supervise and mentor Assistants and Account Managers; promote a positive and collaborative team culture.</p> </li><li> <p>Review and approve team deliverables, ensuring quality and timeliness.</p> </li><li> <p>Scope, estimate, and support the closing of new or expanded client engagements.</p> </li><li> <p>Manage billing and engagement letters in a timely and accurate manner.</p> </li><li> <p>Participate in business development and firm-promoting activities.</p> </li></ul> <p>Requirements</p> <ul> <li> <p>Bachelor's degree in Accounting or Finance, with at least 7 years of accounting experience, including 2+ years supporting high-net-worth individuals in a family office, wealth management, or private client services environment.</p> </li><li> <p>Demonstrated ability to manage multiple clients and priorities with a strong focus on high-touch service and timely, accurate financial reporting.</p> </li><li> <p>Hands-on experience processing payroll and reconciling investments across traditional, alternative, and private asset classes.</p> </li><li> <p>Proven ability to identify accounting discrepancies, make independent decisions, and implement practical solutions under time-sensitive conditions.</p> </li><li> <p>Proficient in Microsoft Excel (pivot tables, lookups), Word, and Outlook; experience with Intacct and QuickBooks Online is a plus.</p> </li><li> <p>Skilled at reviewing financial statements, coordinating with external service providers (e.g., insurance brokers, CPAs), and supporting year-end tax preparation.</p> </li><li> <p>Experience supervising or mentoring staff, providing performance feedback, and delegating workflows.</p> </li><li> <p>Strong interpersonal and communication skills, with the ability to clearly explain financial matters to clients and collaborate effectively across teams.</p> </li></ul> <p>Preferred Qualifications</p> <ul> <li> <p>CPA or CFP designation preferred.</p> </li><li> <p>Experience with Intacct and QuickBooks Online (QBO) is a plus.</p> </li><li> <p>Prior experience preparing year-end tax packages and supporting external CPAs.</p> </li><li> <p>Experience scoping, estimating, and pricing additional projects or services for clients.</p> </li></ul> <p>"Armanino" is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.</p> <p>Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.</p> <p>Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.</p> <p>Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition's knowledge will result in termination of contract.</p> <p>Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $82,200 - $96,700. For Illinois residents, the compensation range for this position: $82,200 - $96,700. For Washington residents, the compensation range for this position: $90,400 - $106,400. For New York residents, the compensation range for this position: $90,400 - $106,400. For Southern California residents, the compensation range for this position: $90,400 - $106,400. For Northern California residents, the compensation range for this position: $94,500 - $111,200. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.</p> <p>Armanino has a robust offering of benefits, including:</p> <ul> <li> <p>Medical, dental, vision</p> </li><li> <p>Generous PTO plan and paid sick time</p> </li><li> <p>Flexible work arrangements</p> </li><li> <p>401K with Profit Sharing</p> </li><li> <p>Wellness program</p> </li><li> <p>Generous parental leave</p> </li><li> <p>11 paid holidays</p> </li></ul> <p>For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.</p> <p>For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance</p> <p>To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/</p> <p>We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.</p>