Senior Manager, Family Office Outsourcing

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The Family Office Accounting Senior Manager leads a team supporting multiple Family Office clients, including Accountants and Managers. This role is responsible for developing talent, optimizing resource allocation, and building trusted client relationships. The Senior Manager drives process improvement, ensures high-quality financial reporting, and collaborates across departments to facilitate smooth onboarding and contribute to business growth. They take ownership of their clients’ success journey, proactively addressing needs and delivering an exceptional client experience.

Job Responsibilities

• Own assigned client engagements end-to-end, driving deadlines, deliverables, client communication, team coordination, and issue resolution

• Lead and direct a pod of Managers and staff, setting clear expectations, priorities, and accountability for timely, accurate execution

• Train and coach team members on client-specific processes, accounting expectations, reporting requirements, systems, and quality standards

• Plan, direct, and coordinate monthly finance and accounting services to ensure work is complete, accurate, and client-ready

• Serve as a Family Office accounting subject matter expert, including technical guidance on US GAAP and complex client matters

• Perform detailed quality reviews of financial statements, supporting schedules, reconciliations, and workpapers with a focus on accuracy, completeness, and presentation

• Identify execution gaps, process issues, or training needs early and drive corrective action before matters escalate

• Build and maintain repeatable processes, checklists, calendars, and review procedures to create consistency across client engagements

• Act as a liaison between clients, external auditors, internal stakeholders, and other service providers

• Support onboarding of new clients, including resource planning, work allocation, client training, and internal team readiness

• Support business development through participation in prospect meetings, pricing, and drafting engagement letters

• Lead complex Single Family Office engagements with multi-entity structures, intercompany activity, trusts, partnerships, and investment entities

• Drive accurate investment accounting, including traditional and alternative assets, capital statements, brokerage postings, reconciliations, bond amortization, equity/fund accounting, and omnibus accounts

• Oversee entity ownership changes, assignments, entity-level reporting, trust financial reporting, etc.

• Use family office systems and reporting tools, including Sage Intacct and investment reporting platforms such as Addepar or equivalents, to improve efficiency and transparency

• Create structure in complex client environments by defining processes, training the team, monitoring execution, and ensuring final deliverables meet family office quality expectations

Requirements

• Bachelor’s degree in accounting, Finance, or a related field, or equivalent work experience

• Minimum 7 years of accounting experience, including both public and industry experience

• Minimum 2 years of experience leading teams in a fast-paced, results-oriented environment

• Full-cycle accounting experience, including financial reporting, A/P and A/R, and account reconciliations, with a solid understanding of US GAAP

• Strong knowledge of SFO structures, entity transfers, and investment accounting across asset classes

• Experience with brokerage postings, capital statements, and reconciliation techniques

• Experience with cloud-based accounting systems, including Sage Intacct

• Familiarity with:

  • Investment reporting systems (e.g., Addepar or equivalents)

  • Equity management and fund accounting

  • Intercompany accounting and trust financials

Preferred Qualifications

• CPA or CMA license

• Experience with cloud-based accounting system conversions

• Familiarity with:

  • Omnibus bank account management

  • 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 Illinois residents and New York residents, the compensation range for this position: $108,500 - $189,300. 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

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We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.