Bachelor's degree in Accounting, Finance, or related field required.
Minimum 10 years of progressive Family Office, Business Management, Wealth Management, or High‑Net‑Worth client service experience.
Minimum 5 years in a leadership role overseeing teams, client relationships, and operational delivery.
Deep understanding of GAAP, financial reporting, general ledger accounting, and multi‑entity structures.
Proficiency in Sage Intacct (required), Excel, and related financial management technologies.
Strong executive communication skills and ability to build trust with sophisticated families, executives, and advisor networks.
CPA, CFP, CMA, or other relevant professional certification.
Experience with investment reporting, alternative investments, trust/estate accounting, or complex entity structures.
Strong business development skills and a track record of contributing to practice growth.
Experience managing relationships with institutional-level advisors (legal, tax, wealth, insurance).
Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, r
Additional Information
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.
Job Responsibilities
Serve as the primary relationship lead for complex, multi entity high net worth clients and family offices.
Lead all internal and external client communications with clarity, professionalism, and strategic insight.
Oversee the delivery of day to day family office services including bill pay, cash management, financial reporting, payroll coordination, and compliance filings.
Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness.
Provide strategic guidance related to wealth planning, entity structuring, investments, liquidity, insurance, and risk management.
Partner with external advisors (tax, legal, investment managers, insurance brokers) to ensure clients receive coordinated, proactive service.
Lead client meetings and participate in special client engagements (e.g., major purchases, loans, insurance reviews, investment subscriptions).
Oversee the accuracy, timeliness, and quality of all deliverables generated by the family office team.
Ensure compliance with deadlines for tax packages, payroll tax reconciliations, 1099 filings, city business licenses, statements of information, and other regulatory requirements.
Identify opportunities to streamline processes, enhance technology adoption, and drive operational improvements.
Maintain deep technical knowledge of financial reporting, general ledger structure, entity accounting, and family office operations.
Ensure proper use of technology including Sage Intacct (required), Excel, and other practice approved tools.
Lead, mentor, and develop a multi level family office team with an emphasis on coaching, career development, and skill progression.
Align staffing across clients to optimize realization, team development, and service quality.
Promote a culture of collaboration, innovation, and continuous improvement.
Model Armanino's values and actively support firmwide initiatives, PVAs, and practice growth priorities.
Identify new business opportunities within existing client relationships and through external networks.
Contribute to proposal development, pricing strategies, and onboarding of new clients.
Develop and maintain a market-facing presence that enhances Armanino's brand in the private client and family office community.
Partner with practice leaders to innovate service offerings and support the long term growth strategy of the Family Office group.
Armaninollp · San Francisco, CA