Job Responsibilities- Serve as a primary point of contact for assigned clients, ensuring proactive communication and high-quality service delivery
- Oversee cash management activities, including monitoring balances, processing transfers, and approving wire transactions
- Review and approve client invoices and oversee timely bill payment processes
- Prepare, review, and analyze financial statements and general ledger activity for accuracy and completeness
- Review cash flow statements, accounts receivable, and tax-related filings, including 1099s, payroll taxes, and applicable state and local forms
- Coordinate with third-party payroll providers and review payroll tax returns and related filings
- Support client insurance, credit, and vendor matters in collaboration with the team lead
- Prepare and review supporting documentation for tax examinations, credit applications, and other complex client needs
- Review the work of Account Manager IIs and contribute to training, mentorship, and team development initiatives
- Lead or participate in client meetings, cross-functional initiatives, and special projects
Requirements - Bachelor's degree in Accounting, Finance, or a related field, or equivalent work experience
- Minimum of 3 years of progressive accounting experience, including general ledger, accounts payable, accounts receivable, payroll, and financial reporting
- Demonstrated experience managing accounting for multiple clients, entities, or complex structures
- Proficiency with QuickBooks and experience working across multiple accounting systems
- Proven ability to manage client relationships and deliver accounting solutions in a professional services environment
- Strong organizational skills with the ability to manage competing deadlines and priorities
Preferred Qualifications - Family office, business management, high-net-worth accounting, or professional services experience
- Sage Intacct experience
- Experience with investment accounting and reporting, including equities, alternative investments, and capital accounts
- Exposure to trust, estate, or other high-net-worth entity structures
- Experience collaborating with offshore or global teams
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: $78,400-$106,700. 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/
