We’re seeking a
Senior Consultant to join our Family Office Outsourcing team and help clients grow, succeed, and achieve their financial goals. You’ll work with diverse family office and private client portfolios, including multiple entities, alternative investments, and complex equity structures. This role offers opportunities to deepen technical expertise, lead client engagements, and grow within the family office or private client services space.
Job Responsibilities
Lead day-to-day accounting operations for multiple clients, including general ledger, accounts payable, accounts receivable, payroll, and period-end close.
Manage accounting across multiple entities, including intercompany transactions and consolidated reporting.
Manage investment, fund, and trust accounting, including alternative investments, capital accounts, distributions, and complex ownership structures.
Communicate routinely with senior executives, advisors, and client decision-makers regarding financial close, issues, and deliverables.
Train, supervise, and mentor staff accountants on day-to-day functions and family office-specific processes.
Assist with onboarding new clients, including process setup, allocation of resources, and staff training.
Participate in the accounting software implementations or integrations.
Assist in corporate and business owner tax matters as applicable.
Requirements
Bachelor’s degree in Accounting, Finance, or related field.
Minimum 3 years of hands-on experience in accounting operations and financial reporting, including GL, AP, AR, payroll, and period-end close.
Experience managing accounting for 10–50+ entities in a multi-entity environment.
Exposure to investment accounting, fund accounting, alternative investments, or equity/member capital account management.
Strong written and verbal communication skills; able to present financial information clearly to clients and advisors.
Ability to work independently, prioritize effectively, and deliver accurate results under tight deadlines.
Proficiency with accounting and investment software (e.g., Sage Intacct, NetSuite, QuickBooks Online, Addepar, BlackDiamond, or similar platforms).
Preferred Qualifications
CPA designation or progress toward certification.
Experience supervising or mentoring junior staff and guiding client engagements.
Familiarity with wealth management, fund administration, private equity, or real estate investment accounting.
Direct experience in a family office or private client services environment, including multi-entity accounting, complex equity structures, and investment reporting.
Strong knowledge of trust accounting and alternative investments.
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: $81,300 - $105,900. 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:
