Armanino · 20 hours ago
Account Manager III, Family Office
San Francisco, CA
Full-time
Onsite
Mid, Senior Level
$71K/yr - $101K/yr
3+ years expArmanino is one of the top 20 largest accounting and consulting firms in the nation, offering a supportive work environment for career growth. The Account Manager III will manage complex accounting operations for high-net-worth clients, ensuring proactive communication and high-quality service delivery.
AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits
Responsibilities
Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery
Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions
Review and approve client invoices and oversee timely bill payment processes
Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness
Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms
Coordinate with third-party payroll providers and review payroll tax returns and related filings
Support client insurance, credit, and vendor matters in collaboration with the team lead
Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs
Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives
Lead or participate in client meetings, cross-functional initiatives, and special projects
Qualification
Required
Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience
Minimum of 3 years of progressive accounting experience, including general ledger, AP, AR, payroll, and financial reporting
Demonstrated experience managing accounting for multiple entities and complex client structures
Proficiency with QuickBooks and experience working across multiple accounting systems
Proven ability to manage client relationships and deliver accounting solutions in a professional services environment
Strong organizational skills with the ability to manage competing deadlines and priorities
Preferred
Experience in family office, business management, or professional services environments
Proficiency with Sage Intacct
Experience with investment accounting and reporting, including equities, alternatives, and capital accounts
Exposure to trust, estate, or other high-net-worth entity structures
Experience collaborating with offshore or global teams
Ability to identify accounting discrepancies, recommend solutions, and support process improvements
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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