Armanino · 19 hours ago
Account Manager II, Family Office
San Jose, California
Full-time
Onsite
Entry, Mid Level
$63K/yr - $81K/yr
2+ years expArmanino is one of the top 20 largest accounting and consulting firms in the nation, known for its supportive work environment. The Account Manager II plays a crucial role in the Family Office team, providing detailed accounting services to high-net-worth individuals and closely held entities, while collaborating with senior team members.
AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits
Responsibilities
Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
Prepare monthly, quarterly, and annual financial statements and related reports
Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
Monitor cash activity and assist with cash flow analysis and forecasting
Process payroll and support payroll-related reporting and compliance requirements
Collaborate with internal team members to address client inquiries and support more complex accounting matters
Assist senior team members with special projects and process improvement initiatives
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience
Minimum of 2 years of experience supporting high-net-worth individuals in accounting, wealth management, or family office environments
Proficiency with QuickBooks Online (QBO) and BILL required
Payroll processing experience with a strong focus on accuracy and timeliness
Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service
Strong attention to detail and ability to work efficiently in a deadline-driven environment
Proficiency in Microsoft Office, including Excel, Word, and Outlook
Preferred
Experience with Sage Intacct
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
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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