Senior Manager, Family Office Transition & Technology Transformation

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The Family Office Transition & Technology Transformation Senior Manager is a senior client-facing consulting role responsible for leading the design and delivery of future-state accounting operations for family office clients. This individual owns the assessment of current environments, defines solution architecture, and drives complex client transitions from fragmented processes to scalable, integrated operating models.

This role emphasizes leadership across discovery, design, and execution, requiring deep expertise in family office structures, technology transformation, and stakeholder management, while ensuring successful outcomes that support long-term outsourced accounting operations.

Job Responsibilities

• Lead discovery engagements to assess client technology, processes, controls, and entity structures

• Own and define future-state design, including: GL and accounting system architecture, AP and expense workflows, investment accounting processes, and reporting frameworks

• Develop and oversee transition roadmaps, including sequencing, dependencies, and change management considerations

• Lead execution of transition plans and coordinate across internal and client stakeholders

• Ensure comprehensive documentation and a seamless handoff for post-transition support

• Lead system selection and implementation strategy (e.g., Sage Intacct)

• Identify process gaps, risks, and inefficiencies and define scalable solutions

• Design and approve workarounds for system limitations, ensuring control and reporting integrity

• Establish and standardize best-practice accounting and operational processes

• Drive automation, integration, and workflow improvements across functions

• Apply deep expertise in multi-entity structures (operating, investment, trusts) and intercompany relationships and ownership structures

• Oversee investment accounting processes, reconciliations, and reporting design

• Provide guidance on platforms like Addepar and Black Diamond and their integration into the accounting ecosystem

• Lead client communications and present recommendations to senior stakeholders

• Partner with delivery leadership to ensure alignment and successful transition to steady-state operations

• Own timelines, risks, and execution quality across engagements

• Lead development of templates, tools, and standardized methodologies

• Coach and mentor Managers and team members

• Drive continuous improvement of transition processes and firm capabilities

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Requirements

• Bachelor’s degree in accounting required or equivalent working experience

• Minimum of 8 years of experience in family office accounting, outsourced accounting, or consulting environments

• Strong pre-existing knowledge of family office entity structures, ownership, intercompany, and investment accounting

• Proven experience leading technology implementations, system integrations, and process redesign in complex multi-entity environments

Preferred Qualifications

• Familiarity with investment systems (e.g., Addepar, Black Diamond)

• CPA or equivalent credential

"Armanino" is the brand name under which Armanino 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 is a licensed independent CPA firm that provides 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. 

Certain states require us to disclose the pay range and benefits summary for job openings. For Colorado residents, the compensation range for this position: $-$. For Washington residents, Illinois residents, New York residents, and Southern California residents, the compensation range for this position: $-$. For Northern California residents, the compensation range for this position: $-$. 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: 

• 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.