Account Manager

Full Job Description

• 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 monthly/quarterly/annual financial reports
• Support the preparation of 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

Pay: $70,000 – $110,000 a year