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Manager, Family Office Accounting (Mid Market)

Armanino Advisory
Full-time
On-site
New York City, New York, United States
$98,000 - $132,000 USD yearly

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.  

This job is available in 15 locations - click the apply button to see all the cities!

Job Responsibilities

  • Plan, direct and coordinate with client and financial management outsourcing staff for timely and accurate monthly finance and accounting services
  • Provide technical expertise for US GAAP requirements
  • Participate in the development and maintenance of accounting systems to facilitate efficient operation and financial management of clients across various industries
  • Perform detailed reviews of periodic client-use only and compiled financial statements and supporting schedules
  • Liaison on behalf of the client with external auditors and internal decision makers
  • Foster proactive working relationships with clients and cross-functional departments to ensure timely and accurate receipt of information required for financial reporting
  • Support business development efforts by participating in prospect meetings, calculating pricing, and drafting engagement letters
  • Guide and support the onboarding of new clients including client and staff training, allocation of resources and client work assignments.
  • Drive staff consultant and senior consultant career and skills development by actively engaging with them as their Performance Coach

Family Office Responsibilities

  • Ideal to have an understanding of Single Family Office (SFO) structures.
  • Accounting knowledge involving:
    • Multi-Entity Accounting
    • Intercompany accounting
    • Equity and fund accounting
    • Investments – traditional and alternative asset classes
    • Brokerage/Custodian postings & reconciliations
    • Capital statements & K1s
  • Familiarity with investment reporting systems (e.g., Addepar or equivalents) is a plus.

Requirements

  • Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience
  • Minimum 5 years’ experience in all facets of accounting and finance including GL, AP, AR, PR, budgeting/forecasting and reconciliations
  • Strong analytical and accounting skills
  • Excellent verbal and written communication skills. Proficient at understanding and analyzing complex operating agreements. 
  • Ability to set priorities and with excellent time management skills; enjoy working independently with clear deadlines and deliverables
  • Hands-on experience working with Sage Intacct is required.
  • Proficiency in MS Office, including Word, Excel, PowerPoint and Outlook

Preferred Qualifications

  • CPA or CMA license
  • Experience with other multi-entity based GL systems.

“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. For Colorado residents, the compensation range for this position: $98,000 - $120,000. For Illinois residents, the compensation range for this position: $100,000 - $132,000. For Washington residents, the compensation range for this position: $100,000 - $132,000. For New York residents, the compensation range for this position: $100,000 - $132,000. For Southern California residents, the compensation range for this position: $100,000 - $132,000. For Northern California residents, the compensation range for this position: $102,000 - $138,000. 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.

Apply now
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