Family Office Senior Consultant, Mid Market 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.

We’re seeking a Family Office Senior Consultant to join our Mid Market Outsourcing team and help clients grow, succeed, and achieve their financial goals. You’ll work with diverse family office and private client portfolios, including multiple entities, alternative investments, and complex equity structures. This role offers opportunities to deepen technical expertise, lead client engagements, and grow within the family office or private client services space.

Job Responsibilities 

• Lead day-to-day accounting operations for multiple clients, including general ledger, accounts payable, accounts receivable, payroll, and period-end close.
• Manage accounting across multiple entities, including intercompany transactions and consolidated reporting.
• Manage investment, fund, and trust accounting, including alternative investments, capital accounts, distributions, and complex ownership structures.
• Communicate routinely with senior executives, advisors, and client decision-makers regarding financial close, issues, and deliverables.
• Train, supervise, and mentor staff accountants on day-to-day functions and family office-specific processes.
• Assist with onboarding new clients, including process setup, allocation of resources, and staff training.
• Participate in and lead accounting software implementations or integrations.
• Assist in corporate and business owner tax matters as applicable.

Requirements 

• Bachelor’s degree in Accounting, Finance, or related field.
• Minimum 3 years of hands-on experience in accounting operations and financial reporting, including GL, AP, AR, payroll, and period-end close.
• Experience managing accounting for 10–50+ entities in a multi-entity environment.
• Exposure to investment accounting, fund accounting, alternative investments, or equity/member capital account management.
• Strong written and verbal communication skills; able to present financial information clearly to clients and advisors.
• Ability to work independently, prioritize effectively, and deliver accurate results under tight deadlines.
• Proficiency with accounting and investment software (e.g., Sage Intacct, NetSuite, QuickBooks Online, Addepar, BlackDiamond, or similar platforms).
• Flexibility to work from home while collaborating in person half the time.

Preferred Qualifications

• CPA designation or progress toward certification.
• Experience supervising or mentoring junior staff and guiding client engagements.
• Familiarity with wealth management, fund administration, private equity, or real estate investment accounting.
• Direct experience in a family office or private client services environment, including multi-entity accounting, complex equity structures, and investment reporting.
• Strong knowledge of trust accounting and alternative investments.

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino 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 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 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 employees to perform their job duties may result in discipline up to and including discharge.  

Armanino 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. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract. 

Certain states require us to disclose the pay range and benefits summary for job openings. The compensation range for this position: $60,000-$105,900. Compensation may vary based on skills, role, and location. Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules.

Armanino has a robust offering of benefits, including:  

• 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 

  
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.