Job Responsibilities
- Maintain accurate and well-organized books for individuals and closely held businesses, ensuring data integrity and completeness
- Track, reconcile, and support reporting for investment activity across traditional, alternative, and private investments
- Prepare monthly, quarterly, and annual financial statements and related reports
- Process high-volume bill pay accurately and on time, ensuring proper documentation and approvals
- Monitor cash activity and assist with cash flow analysis and forecasting
- Process payroll and support payroll-related reporting and compliance requirements
- Collaborate with internal team members to address client inquiries and support more complex accounting matters
- Assist senior team members with special projects and process improvement initiatives
Requirements
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent work experience
- Minimum of 2 years of accounting experience supporting multiple clients or entities
- Experience in high-net-worth accounting, wealth management, business management, family office, or related professional services environments
- Proficiency with QuickBooks Online and BILL
- Payroll processing experience with a strong focus on accuracy and timeliness
- Ability to manage multiple clients and competing priorities while delivering high-touch, client-centered service
- Strong attention to detail and ability to work efficiently in a deadline-driven environment
Preferred Qualifications
- Family office experience
- Sage Intacct experience
- Experience supporting high-net-worth individuals or multi-entity structures
Certain states require us to disclose the pay range and benefits summary for job openings. For New York residents, the compensation range for this position: $69,000-$93,900. 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:
- Generous PTO plan and paid sick time
- Flexible work arrangements
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/
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