Armanino · 1 week ago
Manager, Family Office
Dallas, Texas
Full-time
Onsite
Mid, Senior Level
6+ years expArmanino is among the top 20 largest accounting and consulting firms in the nation, offering a unique work environment that integrates personal and professional growth. The Manager, Family Office will serve as the primary point of contact for assigned clients, overseeing cash management and preparing financial statements, while also providing coaching to team members and contributing to business development efforts.
AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits
Responsibilities
Serve as the primary point of contact for assigned clients, delivering timely, high-quality service
Oversee cash management, including invoice review and approval, payment processing, transfers, and cash flow monitoring
Prepare and review financial statements, general ledgers, and bank reconciliations with accuracy and attention to detail
Review cash flow reports, annual 1099 filings, year-end tax packages, and payroll tax returns prepared by third parties
Prepare or review business license filings, Secretary of State Statements of Information, and other regulatory documents
Coordinate and participate in client meetings; collaborate with internal teams and external advisors on client deliverables
Provide coaching and guidance to Account Managers and junior team members, ensuring accuracy and supporting development
Lead and support client initiatives such as loan or credit applications, insurance reviews, and investment documentation
Build trusted client relationships through responsive communication, proactive problem-solving, and consistent delivery
Identify opportunities to streamline processes and enhance efficiency across engagements
Contribute to business development efforts, including proposal preparation and prospective client discussions
Protect sensitive client information with discretion and professionalism
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field
Minimum 6 years of progressive accounting experience, including exposure to multi-entity structures or high-net-worth clients
Minimum 1 year of supervisory or review experience
Deep knowledge of general ledger accounting, financial reporting, and cash management
Hands-on experience with Sage Intacct (required) and advanced proficiency in Microsoft Excel
Proven ability to manage multiple priorities and client relationships in a deadline-driven environment
Strong relationship management and communication skills, with confidence in client-facing interactions
Sound judgment and problem-solving skills with the ability to work independently
Preferred
CPA, CFP, or other relevant certification
Prior experience in a family office, business management, or professional services environment
Familiarity with investment accounting, trust and estate entities, or alternative assets
Experience collaborating with tax, legal, investment, and insurance advisors
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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