Senior Client Services Account Manager, Family Office

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

Senior Client Services Account Manager, Family Office

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.

Job Responsibilities

• Maintain accurate and organized books for individuals and closely held businesses
• Track investment activity for traditional, alternative and private investments
• Review and prepare of monthly / quarterly / annual financial reports
• Support the preparation annual local, state and federal returns
• Read and interpret various operating agreements, loan documents, trust agreements and other related legal documents
• Lead complex ad hoc projects including financial modeling, projections and analysis
• Management of major asset transactions, asset purchase / sales and financing events
• Insurance review and oversight with property & casualty insurance brokers
• Provide ongoing education and training of others

Requirements

• Bachelor's degree in Accounting, Finance or a related major or equivalent work experience required
• Proficiency in Microsoft Excel and QuickBooks Desktop and QuickBooks Online required.
• Minimum of 5 years of experience working with high-net-worth clientele in an accounting or family office function required
• Experience with mentorship and training of junior staff or team members required
• Proven ability to manage multiple clients simultaneously with a focus on high-touch service
• Demonstrated ability to prioritize tasks, multi-task effectively, and maintain accuracy and efficiency in a fast-paced environment under tight deadlines.
• Proficient in MS Office, including Word, Excel, and Outlook

Armanino LLP provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

In addition to federal law requirements, Armanino LLP complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Armanino LLP expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

Improper interference with the ability of Armanino LLP's employees to perform their job duties may result in discipline up to and including discharge.

Armanino LLP does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time.

Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges.

For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees.

Certain states require us to disclose the pay range and benefits summary for job openings. Compensation Range for this position : $70,000-$110,000.

Compensation may vary based on skills, role, and location.

Armanino has a robust offering of benefits, including :

• Medical, dental, vision
• Generous PTO plan
• Flexible work arrangements
• 401K with Profit Sharing
• Wellness program
• Generous parental leave
• 11 paid holidays

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance

To view our Consumer Notice at Collection for job applicants, please visit : https : / / www.armanino.com / terms / ccpa-employee-notice /

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.