Senior Manager, Family Office Outsourcing

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.  

The Family Office Accounting Senior Manager leads a team supporting multiple Family Office clients, including Accountants and Managers. This role is responsible for developing talent, optimizing resource allocation, and building trusted client relationships. The Senior Manager drives process improvement, ensures high-quality financial reporting, and collaborates across departments to facilitate smooth onboarding and contribute to business growth. They take ownership of their clients’ success journey, proactively addressing needs and delivering an exceptional client experience.

Job Responsibilities

• Lead and provide direction to a small team (pod) of Managers and staff across multiple clients

• Plan, direct, and coordinate with clients and financial management outsourcing teams to deliver timely and accurate monthly finance and accounting services

• Serve as a subject matter expert for Family Office-specific accounting

• Provide technical guidance on US GAAP requirements

• Contribute to the development and maintenance of accounting systems to support operational efficiency and financial transparency

• Perform detailed reviews of periodic internal-use and compiled financial statements and supporting schedules

• Act as a liaison between clients and external auditors, internal stakeholders, and other service providers

• Foster collaborative, proactive relationships with clients and internal teams to ensure timely and accurate data collection for reporting

• Support business development through participation in prospect meetings, pricing, and drafting engagement letters

• Guide and support onboarding of new clients, including staff and client training, resource planning, and work allocation

• Coach and develop staff consultants and senior consultants, serving as a Performance Coach to support career growth and skills development

• Deep understanding of complex Single Family Office (SFO) structures

• Knowledge of transfers and assignments between entities within an SFO

• Strong investment accounting expertise, including:

  • Traditional and alternative asset classes

  • Brokerage reconciliations, including bond amortization

  • Capital statements and brokerage postings

  • Equity and fund accounting

  • Intercompany accounting

  • Trust financial reporting

  • Omnibus account management

  • Section 704(c) and tax stuffing considerations

• Familiarity with investment reporting systems (e.g., Addepar or equivalents)

Requirements

• Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience

• Minimum 7 years of accounting experience, including both public and industry experience

• At least 2 years of experience leading teams in a fast-paced, results-oriented environment

• Full-cycle accounting experience, including financial reporting, A/P and A/R, and account reconciliations, with a solid understanding of US GAAP

• Strong knowledge of SFO structures, entity transfers, and investment accounting across asset classes

• Experience with brokerage postings, capital statements, and reconciliation techniques

• Experience with cloud-based accounting systems, including Sage Intacct

Preferred Qualifications

• CPA or CMA license

• Experience with cloud-based accounting system conversions

• Familiarity with:

  • Investment reporting systems (e.g., Addepar or equivalents)

  • Equity management and fund accounting

  • Intercompany accounting and trust financials

  • Omnibus bank account management

  • Section 704(c) and tax stuffing concepts

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