Job Responsibilities

• Serve as the primary relationship lead for complex, multi entity high net worth clients and family offices.

• Lead all internal and external client communications with clarity, professionalism, and strategic insight.

• Oversee the delivery of day to day family office services including bill pay, cash management, financial reporting, payroll coordination, and compliance filings.

• Review and approve client invoices, wire transfers, bank reconciliations, general ledgers, financial statements, and cash flow reports for accuracy and completeness.

• Provide strategic guidance related to wealth planning, entity structuring, investments, liquidity, insurance, and risk management.

• Partner with external advisors (tax, legal, investment managers, insurance brokers) to ensure clients receive coordinated, proactive service.

• Lead client meetings and participate in special client engagements (e.g., major purchases, loans, insurance reviews, investment subscriptions).

• Oversee the accuracy, timeliness, and quality of all deliverables generated by the family office team.

• Ensure compliance with deadlines for tax packages, payroll tax reconciliations, 1099 filings, city business licenses, statements of information, and other regulatory requirements.

• Identify opportunities to streamline processes, enhance technology adoption, and drive operational improvements.

• Maintain deep technical knowledge of financial reporting, general ledger structure, entity accounting, and family office operations.

• Ensure proper use of technology including Sage Intacct (required), Excel, and other practice approved tools.

• Lead, mentor, and develop a multi level family office team with an emphasis on coaching, career development, and skill progression.

• Align staffing across clients to optimize realization, team development, and service quality.

• Promote a culture of collaboration, innovation, and continuous improvement.

• Model Armanino’s values and actively support firmwide initiatives, PVAs, and practice growth priorities.

• Identify new business opportunities within existing client relationships and through external networks.

• Contribute to proposal development, pricing strategies, and onboarding of new clients.

• Develop and maintain a market-facing presence that enhances Armanino’s brand in the private client and family office community.

• Partner with practice leaders to innovate service offerings and support the long term growth strategy of the Family Office group.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field required.

• Minimum 10 years of progressive Family Office, Business Management, Wealth Management, or High‑Net‑Worth client service experience.

• Minimum 5 years in a leadership role overseeing teams, client relationships, and operational delivery.

• Deep understanding of GAAP, financial reporting, general ledger accounting, and multi‑entity structures.

• Proficiency in Sage Intacct (required), Excel, and related financial management technologies.

• Strong executive communication skills and ability to build trust with sophisticated families, executives, and advisor networks.

Preferred Qualifications

• CPA, CFP, CMA, or other relevant professional certification.

• Experience with investment reporting, alternative investments, trust/estate accounting, or complex entity structures.

• Strong business development skills and a track record of contributing to practice growth.

• Experience managing relationships with institutional-level advisors (legal, tax, wealth, insurance).