Senior Manager, Family Office

Accounting Manager

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. At Armanino, we know you don't check-out of life when you check-in at work. That's why we've created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.

Job Responsibilities

• Has direct client contact.
• Reads and prioritizes emails from clients and vendors and take appropriate action.
• Approves clients' invoices in accounting software and ensure bills are paid timely on an ongoing basis.
• Oversees wire transfers for accuracy and timeliness.
• Reviews clients' general ledger(s) for accuracy.
• Reviews Bank Reconciliations.
• Reviews cash flow statement of receipts and disbursements for team lead.
• Reviews preparation of annual 1099 filings.
• Reviews year-end tax package for tax accountants.
• Reviews payroll tax returns prepared by payroll company to the general ledger.
• Reviews and assists with Tax & License forms such as City Business License Returns, Secretary of State Statements of Information and Business Personal Property.
• Prepares / Reviews Financial Statements.
• Coordinates client meetings, as needed.
• Collaborates with team to prepare supporting documents for tax examination, if applicable.
• Collaborates with property & casualty insurance brokers (i.e. review annual rates and coverage, worker's compensation audit), as needed.
• Communicates with team to resolve billing inquiries (telephone company, cable, etc), as needed.
• Assist with clients' medical insurance reimbursements, as needed.
• Participates in special projects upon client requests, such as buying / leasing a house / automobile, review insurance policies, complete subscription documents for new investments, complete loan applications, etc.
• Participates in business development, as needed.

Requirements

Preferred Qualifications