Senior Manager, Family Office Outsourcing
$108.5k - $189.3kArmanino
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. 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 ResponsibilitiesOwn assigned client engagements end-to-end, driving deadlines, deliverables, client communication, team coordination, and issue resolutionLead and direct a pod of Managers and staff, setting clear expectations, priorities, and accountability for timely, accurate executionTrain and coach team members on client-specific processes, accounting expectations, reporting requirements, systems, and quality standardsPlan, direct, and coordinate monthly finance and accounting services to ensure work is complete, accurate, and client-readyServe as a Family Office accounting subject matter expert, including technical guidance on US GAAP and complex client mattersPerform detailed quality reviews of financial statements, supporting schedules, reconciliations, and workpapers with a focus on accuracy, completeness, and presentationIdentify execution gaps, process issues, or training needs early and drive corrective action before matters escalateBuild and maintain repeatable processes, checklists, calendars, and review procedures to create consistency across client engagementsAct as a liaison between clients, external auditors, internal stakeholders, and other service providersSupport onboarding of new clients, including resource planning, work allocation, client training, and internal team readinessSupport business development through participation in prospect meetings, pricing, and drafting engagement lettersLead complex Single Family Office engagements with multi-entity structures, intercompany activity, trusts, partnerships, and investment entitiesDrive accurate investment accounting, including traditional and alternative assets, capital statements, brokerage postings, reconciliations, bond amortization, equity/fund accounting, and omnibus accountsOversee 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 transparencyCreate structure in complex client environments by defining processes, training the team, monitoring execution, and ensuring final deliverables meet family office quality expectationsRequirementsBachelor’s degree in accounting, Finance, or a related field, or equivalent work experienceMinimum 7 years of accounting experience, including both public and industry experienceMinimum 2 years of experience leading teams in a fast-paced, results-oriented environmentFull-cycle accounting experience, including financial reporting, A/P and A/R, and account reconciliations, with a solid understanding of US GAAPStrong knowledge of SFO structures, entity transfers, and investment accounting across asset classesExperience with brokerage postings, capital statements, and reconciliation techniquesExperience with cloud-based accounting systems, including Sage IntacctFamiliarity with:Investment reporting systems (e.g., Addepar or equivalents)Equity management and fund accountingIntercompany accounting and trust financialsPreferred QualificationsCPA or CMA licenseExperience with cloud-based accounting system conversionsFamiliarity with:Omnibus bank account managementSection 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 To view our Consumer Notice at Collection for job applicants, please visit: We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.SummaryLocation: New York City, New York (Madison Ave.); Chicago, Illinois; Philadelphia, Pennsylvania; Scranton, Pennsylvania; Dallas, Texas; Garden City, New York; Nashville, Tennessee; St. Louis, Missouri; White Plains, New York; Duluth, Georgia; Boca Raton, Florida; Brunswick, Georgia; Atlanta, Georgia; Austin, TexasType: Full time
$126.1k - $253k
...nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice helps... ..., family education, risk management, privacy/data security and technology outsourcing.Our community of professionals... ...for developmental growthAs a Tax Senior Manager, you will be responsible...OutsourceSeniorFull timeWork experience placementInternshipWork at officeLocal area- Family Office Exchange is seeking a Senior Relationship Manager to engage with multi-generational families and provide top-tier member service. This role demands a blend of client service expertise and proactive relationship management, ensuring successful achievement of...SeniorWork at office
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...environment where your passions, work, and family & friends can overlap. We want to... ...your ideas. We’re seeking a Senior Consultant to join our Family Office Outsourcing team and help clients grow,... ..., and period-end close. Manage accounting across multiple entities...OutsourceSeniorFull timeContract workWork at officeLocal areaFlexible hours- Northern Trust's Global Family Office (GFO) is hiring a Senior Credit Portfolio Manager in Chicago to manage credit product risk and profitability for a portfolio of credit clients - financial and credit analysis, underwriting, credit memoranda, legal documentation, covenant...SeniorRotational programWork at office
$90.16k - $202.75k
...KPMG is currently seeking a Senior Associate to join our KPMG Strategy... ...at the direction of management, and help identify improvement... ...Resources Planning implementation, outsourcing of a significant IT process,... ...decisions for yourself, your family, and your lifestyle....OutsourceSeniorFull timeH1bLocal area$140k - $230k
...inspiration to do our best work You will have the flexibility to manage your days in support of our commitment to work/life balance... ...-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across...SeniorFull timeWork at officeLocal area$72k - $126k
..., tax, consulting and outsourcing practices. Even with more... ...seeking an Audit Senior to join our State and... ...in our Mid-West Region offices. Our SLG group is one... ...careers.Collaborate with managers/principals to ensure effective... ...CLATo support our CLA family members, we focus on...OutsourceSeniorFull timeLocal area$71k - $124k
...tax, consulting, and outsourcing services. Even with more... ...seeking an Audit Senior to join our growing Nonprofit... ...any of our CLA offices in Minnesota and Illinois... ...careers.Collaborate with managers/principals to ensure... ...CLATo support our CLA family members, we focus on their...OutsourceSeniorFull time- ...KPMG is currently seeking a Senior Associate, Fixed Assets / Cost... ...participation intax fixed asset outsourcing engagements (Fed, State, E&P)... ..., architecture, construction management, or a closely... ...decisions for yourself, your family, and your lifestyle. Available...OutsourceSeniorFull timeFor contractorsH1bLocal area
$87k - $146k
...tax, consulting, and outsourcing services. Even with more... ...and seeking to hire a Senior - Accounting Methods... ...filings.Collaborate with managers, directors and... ...the use of Microsoft Office applications including... ...CLATo support our CLA family members, we focus on their...OutsourceSeniorFull timeWork at office$140.3k - $192.94k
...innovation processes in project management. As a member of the management team, you interact with senior-level clients and the... ...health insurance, wellness and family support programs, life and disability... ...right way. We have corporate offices, sales, manufacturing and distribution...SeniorFull timeContract workWork at officeWorldwideRelocation package$80k - $150k
...exceptional client service and sophisticated tax planning? As a Manager on our Family Office Tax team, you’ll deliver personalized, high-touch service... ....Team Leadership & DevelopmentReview work prepared by senior and staff-level professionals, providing coaching and...Full timeContract workWork at office$95.4k - $180.4k
...there’s nowhere like RSM.RSM’s dedicated Family Office Enterprise (FOE) practice helps define... ...to governance, family education, risk management, privacy/data security and technology outsourcingOur... ...team membersDrive and collaborate with senior leadership on growth opportunities with...Full timeWork experience placementInternshipWork at officeLocal area- ...to clients.The J.P. Morgan Outsourced Chief Investment Office ("JPM OCIO") is a... ...entire spectrum of Wealth Management open architecture platform... ...Integrated Team Members and Senior ManagementPerform sales management... ...helps individuals, families and foundations take a more...OutsourceSeniorWork at office
- ...in innovative wealth management, asset servicing, asset... ...successful individuals, families, corporations and... ...OverviewNorthern Trust is seeking a Senior Relationship Manager... ...institutional and outsourced trading clients and... ...trading, middle office/settlement, Trade Cost...OutsourceSeniorFull timeH1bWork at officeWorldwideFlexible hours
$107.16k - $238.17k
...a firm. KPMG is currently seeking a Manager/Senior Manager to join our International Tax... ...Lead and direct international aspects of outsourced or co-sourced compliance and other... ...the best decisions for yourself, your family, and your lifestyle. Available benefits...OutsourceSeniorFull timeLocal areaShift work$1,000 per month
...Lincolnshire, IL with additional office footprints in Chicago and... ....We are seeking Audit Seniors - Managers to join our growing assurance... ...management, international tax, and outsourced accounting.BenefitsHealth &... ...$1,000 (single) or $1,500 (family).Flexible Spending: FSA...OutsourceSeniorTemporary workWork at officeImmediate startFlexible hours$154.5k - $302k
...disputes, navigating crises, managing risk and optimizing... ...forensic accounting, financial outsourcing, IPO, REIT tax structuring and... ...client-service team. The Tax Senior Director will supervise team... ...investment trusts (REITS), family-office and private equity real estate...OutsourceSeniorFull timeWork at office$132.26k - $155.6k
...—all from Day One.Job DescriptionThe Senior Audit Project Manager within Corporate Audit Services (CAS)... ...sales and trading, prime brokerage and outsourced trading, electronic/systematic... ...benefits are designed to help you and your family boost your health, protect your...OutsourceSeniorFull timeWork experience placementLocal area3 days per week$104.68k - $146.55k
SENIOR REVENUE GROWTH MANAGER - CORPORATE OFFICE (CHICAGO, IL/EDEN PRAIRIE, MN) HORMEL FOODS CORPORATIONTo save time applying, Hormel Foods does not offer... ...conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.Full timePosting...SeniorWork at officeImmediate startWorldwideRelocation package$77k - $202k
..., now and in the future.As a Senior Associate, you'll work as part... ...responsibilities for this management level include but are not limited... ..., shared services and outsourcing, case development, preparation... ...pay, vacation, personal and family sick leave, and more. To view...OutsourceSeniorFull timeWork experience placementH1b$151k - $246k
...Senior Manager – Finance & Outsourced Accounting Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative... ...your personal and work life and providing you and your family with a measure of financial protection. Pay Range:...OutsourceSeniorFull timeWork experience placementLocal area$194.1k - $228.4k
Join to apply for the Senior Manager, Transformation Office Advisory role at West Monroe . Are you ready to make an impact? West Monroe is currently... .... Benefits & Compensation Employees (and their families) are covered by medical, dental, vision, and basic life...SeniorContract workWork at officeLocal areaFlexible hours$137.4k - $240.4k
...in innovative wealth management, asset servicing, asset... ...successful individuals, families, corporations and... ...Northern Trust is seeking a Senior Relationship Manager... ...institutional and outsourced trading clients and deliver... ...trading, middle office/settlement, Trade Cost...OutsourceSeniorH1bWork at officeWorldwideFlexible hours- About UsWellington Management offers comprehensive investment... ....About the RoleThe Senior Analyst, Private... ...placement vendors and other outsourced functions.... ...Valuations, and back-office teams.Analyze legal documentation... ...employees and their families, and we are committed...OutsourceSeniorFull timeRemote workFlexible hours1 day per week
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...Deloitte Technology US (DT-US), an internal enterprise technology organization within Deloitte, is seeking a Senior Manager to lead the Vendor Management Office (VMO). This role serves as a strategic leader responsible for defining and executing the enterprise vendor management...SeniorContract workWork at officeRemote workWork from home$127.1k - $149.5k
...is currently seeking a Senior Consultant to join our... ...transformation management, strategic sourcing and... ...experience advising clients on outsourcing assessments,... ...proficient in Microsoft Office Suite (Excel, PowerPoint... ....Employees (and their families) are covered by medical...OutsourceSeniorContract workInternshipWork at officeLocal areaImmediate startFlexible hours$132.6k - $247k
...:320 S Canal StreetJob Family Group:LegalAt BMO, our... ...three days per week in the office at 320 S. Canal Street,... ...week in the future.As Senior Legal Counsel,... ...help shape decisions, manage legal risk, and support... ...mergers, acquisitions and outsourcing.Makes recommendations to...OutsourceSeniorFull timeContract workPart timePrivate practiceWork at officeLocal areaShift work3 days per week$112.2k - $209k
...Deadline:09/29/2026Address:13220 California St.Job Family Group:TechnologyPosition SummaryThe Senior Relationship Manager is responsible for the strategic governance,... ...Risk Management frameworks.Experience managing outsourced or managed service provider relationships....OutsourceSeniorFull timeContract workPart timeLocal area
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