Family Office Staff Consultant, Mid Market Outsourcing

Family Office Staff Consultant

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

We're seeking a Family Office Staff Consultant to join our Mid Market Outsourcing team. You'll work with family office and private client portfolios, supporting multiple entities, investments, and accounting operations. This role provides exposure to complex accounting processes and offers opportunities to learn and grow in a family office environment. You'll gain experience with multi-entity accounting, investment reporting, and capital structures, building a strong foundation for a career in private client services.

Job Responsibilities

• Assist with day-to-day accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and reconciliations.
• Support financial statement preparation and reporting for multiple entities, including intercompany transactions and consolidated reporting.
• Assist with investment accounting tasks, including tracking capital accounts, distributions, and basic equity management.
• Support preparation of investment reports, capital account reconciliations, and brokerage / custodian postings.
• Communicate with senior-level staff and client contacts regarding financial close, accounting issues, and deliverables.
• Participate in accounting software implementations, integrations, and ongoing use of cloud-based systems.
• Receive mentorship from senior team members to learn and apply family office-specific accounting processes.

Requirements

Preferred Qualifications