Manager, Family Office Transition & Technology Transformation

The Family Office Transition & Technology Transformation Manager is a client-facing consulting role focused on supporting the design and execution of future-state accounting operations for family office clients. This individual plays a key role in assessing current environments, contributing to solution design, and helping drive client transitions from fragmented processes to scalable, integrated operating models.

This role balances hands-on involvement in discovery, design support, and execution coordination, while building deeper expertise in family office structures and technology transformation.

Job Responsibilities

• Support discovery engagements to assess client technology, processes, controls, and entity structures
• Contribute to future-state design, including: GL and accounting system structure, AP and expense workflows, investment accounting processes and reporting frameworks
• Assist in building transition roadmaps, including sequencing and dependencies
• Help execute transition plans and coordinate with delivery teams
• Ensure documentation and knowledge transfer for post-transition support
• Support system selection and implementation efforts (e.g., Sage Intacct)
• Identify process gaps and inefficiencies and recommend improvements
• Assist in documenting workarounds for system limitations
• Contribute to standardizing accounting and operational processes
• Identify opportunities for automation and workflow improvements
• Apply working knowledge of multi-entity structures (operating, investment, trusts) and intercompany relationships and ownership structures
• Support investment accounting processes, reconciliations, and reporting
• Gain familiarity with platforms like Addepar and Black Diamond
• Support client communications and help explain recommendations
• Work closely with Senior Managers and delivery teams
• Help manage timelines, risks, and execution details
• Assist in developing templates, tools, and documentation
• Support knowledge sharing and team development
• Contribute to improving transition processes

Requirements

• Bachelor's degree in accounting required or equivalent working experience
• Minimum of 6 years of experience in family office accounting, outsourcing accounting, or consulting environments
• Strong pre existing knowledge of family office entity structures, ownership, intercompany, and investment accounting
• Experience with 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 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