Manager, Family Office Outsourcing

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The Family Office Outsourcing Accounting Manager oversees day-to-day accounting and financial reporting services for multiple Family Office clients, including complex Single Family Office engagements. This role manages client deliverables, supervises and develops accounting staff, and serves as a primary point of contact for assigned clients.

The Manager ensures accurate and timely financial reporting, supports consistent accounting processes, and collaborates with senior leadership and internal teams to address client needs. This position requires strong technical accounting knowledge, hands-on problem-solving skills, and the ability to manage complex multi-entity structures while delivering a high level of client service.

Job Responsibilities

- Manage assigned Family Office client engagements, coordinating deadlines, deliverables, client communication, team responsibilities, and day-to-day issue resolution.
- Supervise and support accounting staff, including assigning work, monitoring progress, providing feedback, and ensuring timely completion of client deliverables.
- Train and coach team members on client-specific processes, accounting procedures, reporting requirements, systems, and quality standards.
- Coordinate monthly and quarterly accounting activities, including general ledger maintenance, account reconciliations, financial statement preparation, and supporting schedules.
- Review financial statements, reconciliations, workpapers, and supporting documentation for accuracy, completeness, and compliance with applicable accounting standards.
- Apply knowledge of US GAAP to client accounting matters, researching and resolving issues and escalating complex technical matters to senior leadership as appropriate.
- Serve as a primary point of contact for assigned clients, responding to inquiries, communicating deliverable timelines, and maintaining strong client relationships.
- Identify accounting discrepancies, process inefficiencies, and training needs, recommending and implementing improvements.
- Develop and maintain accounting procedures, checklists, reporting calendars, and review processes to support consistent and efficient service delivery.
- Coordinate with clients, external auditors, tax advisors, internal stakeholders, and other service providers to support accurate reporting and timely completion of engagements.
- Assist with onboarding new Family Office clients, including accounting system setup, process documentation, work allocation, and transition of accounting responsibilities.
- Manage accounting and reporting for complex Single Family Office clients, including multi-entity structures, intercompany transactions, trusts, partnerships, and investment entities.
- Oversee investment accounting activities involving traditional and alternative investments, including capital calls and distributions, brokerage activity, investment reconciliations, bond amortization, and equity or fund accounting.
- Review and maintain entity-level financial reporting, ownership changes, intercompany balances, and trust-related accounting records.
- Utilize cloud-based accounting systems, including Sage Intacct, and investment reporting platforms such as Addepar or equivalent systems to support accurate and efficient reporting.
- Collaborate with senior leadership on complex client matters, staffing needs, engagement performance, and opportunities to improve client service.
- Participate in client onboarding discussions and prospective client meetings as needed, providing technical and operational input.

Requirements

- Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience.
- Minimum of 5 years of progressive accounting experience, including public accounting, outsourced accounting, or Family Office services.
- Prior experience supervising, reviewing, or coordinating the work of accounting professionals.
- Strong understanding of full-cycle accounting, including general ledger accounting, financial reporting, accounts payable, accounts receivable, and account reconciliations.
- Working knowledge of US GAAP and the ability to apply accounting principles to complex client transactions.
- Experience supporting high-net-worth individuals, families, or complex multi-entity structures, including trusts, partnerships, and investment entities.
- Experience with investment accounting, including brokerage transactions, capital statements, investment activity, and account reconciliations.
- Experience using cloud-based accounting systems, preferably Sage Intacct.
- Strong organizational and project management skills, with the ability to manage multiple client engagements and competing deadlines.
- Strong communication and interpersonal skills, with the ability to develop trusted relationships with clients, colleagues, and external advisors.
- Ability to identify accounting issues, recommend solutions, and escalate complex matters appropriately.

Preferred Qualifications

- CPA or CMA certification.
- Experience working directly with Single Family Offices or ultra-high-net-worth clients.
- Experience with investment reporting systems such as Addepar or equivalent platforms.
- Familiarity with equity management, fund accounting, and alternative investments.
- Experience with intercompany accounting, trust financial reporting, and complex ownership structures.
- Experience with cloud-based accounting system implementations or conversions.
- Familiarity with omnibus bank account management.
- Exposure to Section 704(c) and tax stuffing concepts.

“Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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: $79,300-$146,000. 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.