Armanino ยท 2 days ago
Account Manager I, Family Office
Armanino is one of the top 20 largest accounting and consulting firms in the nation, providing a unique work environment that integrates personal passions with career growth. The Account Manager I will support high-net-worth clients by managing financial operations, focusing on bill pay, accounts payable workflows, and ensuring seamless service delivery.
AccountingAssociationCommunitiesConsultingFinanceFood and BeverageInformation TechnologyWine And Spirits
Responsibilities
Serve as an additional point of contact for clients, providing responsive and proactive support
Manage cash operations, including monitoring balances, processing transfers, and overseeing deposits
Prepare, review, and process high-volume invoices, bill payments, and vendor disbursements accurately and efficiently (Bill.com required)
Process wire transfers and support approval workflows
Execute payroll and coordinate with third-party payroll providers as needed
Reconcile intercompany activity and review bank reconciliations for accuracy
Prepare and review financial reports, such as cash receipts/disbursements and AR aging
Assist with financial statement preparation and tax-related deliverables (including 1099s and applicable filings)
Support client-related insurance, credit, and vendor communications in collaboration with the team lead
Collaborate with and provide guidance to team members; participate in training and development initiatives
Participate in team meetings and contribute to the continuous improvement of client service
Perform additional duties to support client and team needs as required
Qualification
Required
Bachelor's degree in Accounting, Finance, Business, or related field (or equivalent experience)
Minimum of 1 year of experience in bill pay, accounts payable, invoice processing, or similar work in a high-volume environment
Experience using Bill.com (required)
Strong accuracy and attention to detail in financial processing
Strong organizational skills with the ability to prioritize and manage multiple responsibilities in a fast-paced environment
Proven ability to work collaboratively and contribute to a positive team culture
Committed to delivering exceptional client service and proactively addressing client needs
Preferred
Experience supporting high-net-worth clients or multi-entity structures
Experience mentoring or training junior staff, including offshore team members
Experience with Ramp or other spend management tools (plus)
Benefits
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
Company
Armanino
Armanino LLP is an accounting and consulting firm that provides a complete array of traditional and non-traditional services.
Funding
Current Stage
Late StageLeadership Team
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
Business Wire
2026-01-06
2025-11-14
Company data provided by crunchbase