Armanino · 1 month ago
Family Office Manager, Outsourcing
St. Louis, Missouri
Full-time
Hybrid
Senior Level
5+ years expArmanino is one of the top 20 largest accounting and consulting firms in the nation, seeking a Family Office Manager to join their Family Office team within Mid Market Outsourcing. This role involves managing a portfolio of family office and private client clients, overseeing financial reporting, and developing client relationships.
AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits
Responsibilities
Plan, direct, and coordinate with staff for timely and accurate monthly finance and accounting services for family office clients
Provide technical expertise in US GAAP, multi-entity accounting, investment and fund accounting, alternative investments, and trust accounting
Oversee financial statement preparation and review, including consolidated reporting and supporting schedules for multiple entities
Liaison with external auditors, internal advisors, and client decision-makers
Lead client onboarding and transition, including process setup, allocation of resources, and staff training
Foster proactive relationships with clients and internal teams to ensure accurate and timely financial reporting
Coach and mentor staff consultants and senior consultants, supporting their technical and professional growth
Participate in business development efforts, including prospect meetings, pricing, and drafting engagement letters
Lead or participate in accounting software implementations and integrations (Sage Intacct preferred)
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field, or equivalent experience
Minimum 5 years of experience in accounting and finance, including GL, AP, AR, payroll, budgeting/forecasting, and reconciliations
Experience managing accounting for multiple entities (10–50+) and/or investment portfolios
Knowledge of equity and capital account management and alternative investments
Strong analytical and accounting skills
Excellent verbal and written communication skills; able to explain complex financial information clearly to clients and internal stakeholders
Proficiency with multiple accounting systems (Sage Intacct, QuickBooks, NetSuite, Xero) and MS Office (Word, Excel, PowerPoint, Outlook)
Ability to prioritize, work independently, and meet deadlines in a client-focused environment
Flexibility to work from home while collaborating in person half the time
Preferred
CPA or CMA license
Proven experience managing family office, private client, fund administration, or multi-entity accounting teams
Experience implementing, improving, or scaling accounting systems and processes
Strong leadership, client management, and business development skills
Knowledge of trust accounting
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
Company
Armanino
Armanino LLP is an accounting and consulting firm that provides a complete array of traditional and non-traditional services.
1001-5000 employees
H1B Sponsorship
Armanino has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (17)
2023 (12)
2022 (26)
2021 (28)
2020 (25)
Funding
Current Stage
Late StageLeadership Team
Matt Armanino
CEO & Managing Partner
Ajay Mesuria, MBA, CPA
Senior Director - CFO Advisory Services
Recent News
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2026-01-07
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