Focus Financial Partners
Position Summary
Gelfand, Rennert & Feldman is seeking an Account Manager to join our team of dedicated professionals. This position can be based out of Century City, CA or Encino, CA on a hybrid basis. The Account Manager acts as the primary point of contact for all client-related needs, is responsible for overseeing the day-to-day finances and tax aspects of their assigned clients.
Primary Responsibilities
Provide financial reports, projections, and budgets on behalf of clients
Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate
Collaborate with and communicate cross‑functionally with management of bookkeeping and tax teams
Cash management by reviewing bank balances and statements and approving transfers as needed
Download and monitor credit card activity for fraud alerts and credit score issues
Conduct tax research and multi‑jurisdictional planning, and foreign touring clearance
New client set up, including bank accounts
Assist with large purchases such as homes and cars
Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedules
Assist with other financial transactions and reporting, such as 1099s, and annual/quarterly filing as needed
Various ad‑hoc projects for clients, as assigned
Qualifications
High School Diploma or GED equivalent with 3+ years in business management is required
Associate’s or Bachelor’s degree in accounting or finance with 4+ years in business management is preferred
Experience working with touring clients is required
Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements
Comprehensive understanding of moderate to complex, multi‑state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts)
Experience with AgilLink, GoSystems, and CCH Axcess is highly preferred
Advanced computer skills including Microsoft Excel, accounting software, and databases
Strong verbal and written communication skills as well as interpersonal skills and other key soft skills (communication, time management, emotional intelligence, adaptability, active listening, critical‑thinking, etc.)
About Gelfand, Rennert & Feldman Founded in 1967, Gelfand, Rennert & Feldman (“GRF”) is a leading full‑service business management firm for an exclusive assortment of entertainers, executives and high‑net‑worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London.
Compensation This is an exempt position. The annualized base pay range for this role is expected to be between
$130,000 - $150,000 . Actual base pay could vary based on factors including but not limited to experience, subject‑matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.
Equal Opportunity Employer Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
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Primary Responsibilities
Provide financial reports, projections, and budgets on behalf of clients
Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate
Collaborate with and communicate cross‑functionally with management of bookkeeping and tax teams
Cash management by reviewing bank balances and statements and approving transfers as needed
Download and monitor credit card activity for fraud alerts and credit score issues
Conduct tax research and multi‑jurisdictional planning, and foreign touring clearance
New client set up, including bank accounts
Assist with large purchases such as homes and cars
Work with internal firm resources to assist with client contracts, royalties processing, and customized financial schedules
Assist with other financial transactions and reporting, such as 1099s, and annual/quarterly filing as needed
Various ad‑hoc projects for clients, as assigned
Qualifications
High School Diploma or GED equivalent with 3+ years in business management is required
Associate’s or Bachelor’s degree in accounting or finance with 4+ years in business management is preferred
Experience working with touring clients is required
Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements
Comprehensive understanding of moderate to complex, multi‑state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts)
Experience with AgilLink, GoSystems, and CCH Axcess is highly preferred
Advanced computer skills including Microsoft Excel, accounting software, and databases
Strong verbal and written communication skills as well as interpersonal skills and other key soft skills (communication, time management, emotional intelligence, adaptability, active listening, critical‑thinking, etc.)
About Gelfand, Rennert & Feldman Founded in 1967, Gelfand, Rennert & Feldman (“GRF”) is a leading full‑service business management firm for an exclusive assortment of entertainers, executives and high‑net‑worth individuals. Our 30 partners and over 600 staff members deliver comprehensive financial services in the fields of music, motion pictures, television, sports, literature, and other creative and performing arts. Our firm has offices in Los Angeles, New York City, Nashville, San Rafael, Wilmington, and London.
Compensation This is an exempt position. The annualized base pay range for this role is expected to be between
$130,000 - $150,000 . Actual base pay could vary based on factors including but not limited to experience, subject‑matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.
Equal Opportunity Employer Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
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