Account Manager III, Family Office jobs in United States
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Armanino · 2 months ago

Account Manager III, Family Office

Armanino is among the top 20 largest accounting and consulting firms in the nation and one of the best places to work. The Account Manager III is responsible for managing complex multi-entity accounting operations and financial reporting for high-net-worth clients, requiring direct client engagement and leadership in team oversight.

AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Serve as a primary point of contact for clients, ensuring proactive communication and service delivery
Oversee cash management, including monitoring balances, processing transfers, and approving wire transfers
Approve client invoices and ensure timely payment
Prepare, review, and analyze financial statements and general ledgers for accuracy and completeness
Review cash flow statements, accounts receivable, and tax filings (including 1099s, payroll taxes, and city/state forms)
Coordinate with third-party payroll providers and review payroll tax returns
Support client-related insurance, credit, and vendor communications in collaboration with the team lead
Collaborate with the team lead to prepare supporting documentation for tax examinations, credit applications, and other client needs
Mentor and review work of team members, including participating in training and development initiatives
Lead or participate in client meetings and special projects as needed

Qualification

AccountingFinancial ReportingClient Relationship ManagementQuickBooksOrganizational SkillsLeadershipMentoring

Required

Bachelor's degree in Accounting, Finance, or related field (or equivalent experience)
Minimum 3 years of progressive accounting experience across general ledger, AP, AR, payroll, and financial reporting
Proven experience managing accounting for multiple entities
Proficiency with QuickBooks and other accounting software
Strong organizational skills with a record of managing competing deadlines and priorities
Direct experience managing client relationships and delivering accounting solutions in a service-based environment

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

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Armanino LLP is an accounting and consulting firm that provides a complete array of traditional and non-traditional services.

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 Stage

Leadership Team

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Matt Armanino
CEO & Managing Partner
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Ajay Mesuria, MBA, CPA
Senior Director - CFO Advisory Services
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Company data provided by crunchbase