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. 

As part of our Business Management and Family Office team, you’ll work closely with affluent individuals and families, guiding them through complex financial decisions. You’ll evolve into an expert wealth strategist, delivering top-tier client service and personalized financial guidance. We seek a like-minded professional passionate about helping clients achieve their financial aspirations. By joining us, you become part of a supportive, collaborative team focused on education, career growth, empowerment, and encouragement for all members.

Job Responsibilities 

Overseeing day to day cash management of athletes, entertainers and high net worth individuals

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 

Bachelors degree

A minimum of 10 years related work/school experience  

Preferred Qualifications 

CPA or CFP

Has a thorough understanding of financial reporting, general ledger structure, as well as overall knowledge of accounting

Has experience multi-tasking while simultaneously meeting required deadlines

Recognizes issues and offers solutions and alternatives

Demonstrates technology proficiency including business management specific software

Establishes and maintains relationships with other professional service providers

Possesses strong interpersonal communication skills, both written and verbal

Acts as a mentor and a leader

Exercises independent judgement

Supervisory experience

Client service oriented

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms. 

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.    

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.    

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.   

Armanino has a robust offering of benefits, including:   

Medical, dental, vision  

Generous PTO plan and paid sick time  

Flexible work arrangements  

401K with Profit Sharing  

Wellness program  

Generous parental leave  

11 paid holidays  

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/   

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.