Account Manager III, Family Office jobs in United States
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Armanino · 1 day ago

Account Manager III, Family Office

Armanino is one of the top 20 largest accounting and consulting firms in the nation, and they are seeking a seasoned Account Manager III to manage high-volume, high-risk accounts payable and payments for high-net-worth clients. The role involves supporting month-end close activities, mentoring the team, and ensuring strong controls and accuracy in financial processes.

AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Serve as the primary escalation point for complex invoices, vendor issues, and non-standard billing arrangements
Review and approve high-risk or sensitive invoices, including large payments and multi-entity allocations, and provide clear feedback to improve quality and consistency across the team
Partner with leadership on high-risk payments and wires, ensuring proper documentation, approvals, and adherence to control frameworks
Support and partially own month-end close activities related to AP, cash, and key accounts, including reconciliations, journal entries, and close documentation
Ensure all invoices for the period are captured, approved, processed, or appropriately accrued, and proactively flag risks to close timelines
Assist with AP and expense variance analysis and prepare supporting schedules for tax or year-end reporting as needed
Identify recurring errors, inefficiencies, or control gaps and help implement practical, sustainable solutions
Contribute to the design and upkeep of SOPs, checklists, and improved workflows, including automation or AI-supported processes
Act as a senior operational point of contact for clients on AP and payment-related questions, timing, and escalations
Coordinate with vendors on escalated issues and support leadership in discussions around scope, SLAs, and priorities
Review work, mentor Account Manager II and AP staff, and support training efforts to raise the overall quality and effectiveness of the team
Model clear communication, strong documentation, and disciplined use of processes and controls

Qualification

Accounts payableMonth-end close supportHigh-risk transactionsCloud-based accounting toolsMulti-entity structuresProcess improvementCommunication skillsDetail-orientedMentoring

Required

Bachelor's degree in Accounting, Finance, or equivalent experience
Minimum of 3 years of bookkeeping or outsourced accounting experience, including: Accounts payable, Month-end close support, Working with multi-entity or multi-location structures
Experience reviewing work and serving as an escalation point for others
Strong background handling complex or high-risk transactions (e.g., large payments, multi-entity allocations, wires)
Organized, detail-oriented, and able to manage multiple priorities in a high-volume environment
Confident communicator with clients, vendors, and internal teams
Experience with cloud-based accounting and AP tools (e.g., BILL.com, Intacct, NetSuite, QuickBooks)

Preferred

Experience in a family office, business management, or outsourced accounting environment
Experience with Sage Intacct or other multi-entity GL systems
Exposure to AP automation, AI-assisted workflows, or ticketing systems
Demonstrated ability to improve processes, including implementing workflow changes, updating SOPs, or reducing recurring errors

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