Account Manager
Focus Partners Wealth, Calabasas, CA, United States
Position Summary
Focus Partners Wealth seeks a motivated and qualified individual for the position of Account Manager to join our business management department. The candidate will manage the day‑to‑day business, personal and financial affairs of high‑profile entertainment clients, including directors, actors, producers, musicians, and touring artists.
Primary Responsibilities
Manage day‑to‑day business transactions for high net worth entertainment clients, requiring advanced knowledge of touring and payroll.
Manage multiple client quarterly tax filings, including international taxes.
Create meeting packets.
Manage music touring budgets and tour reconciliations.
Prepare monthly financial statements and cash flow reports.
Review and monitor personal and business insurance lines, including renewals and claims.
Support partners on client communications.
Support and work with management team on ad‑hoc projects.
Qualifications
Bachelor’s degree in business or accounting.
Minimum 4+ years of experience in business management.
Large international touring experience.
Proficient in Excel.
Excellent verbal and written communication skills.
Solid organizational skills with great attention to detail and commitment to accuracy.
Strong critical thinking and problem‑solving skills.
Preferred Qualifications
CPA
Knowledge of Datafaction accounting software.
Knowledge of Datafaction Imaging.
Compensation & Benefits This is an exempt position. The annualized base salary range is $95,000–$115,000. Compensation may vary based on experience, expertise, location, and skill set. Additional rewards may include an annual cash bonus and a comprehensive benefits package—medical, dental, vision, life insurance, and 401(k).
Equal Opportunity Employer Focus Partners Wealth is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skill set, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other protected characteristic. Focus complies with federal and state disability laws and provides reasonable accommodations for applicants with disabilities.
Legal Notices for Applicants For Indiana, applicants protected as veterans may not be denied employment on that basis. For Maryland, employers may not require or administer a polygraph test. For California, applicants may find their privacy rights information
here . Massachusetts prohibits the use of lie detector tests for employment. Montana applicants are subject to the Wrongful Discharge from Employment Act. Rhode Island applicants must comply with workers’ compensation law and the Americans with Disabilities Act.
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Primary Responsibilities
Manage day‑to‑day business transactions for high net worth entertainment clients, requiring advanced knowledge of touring and payroll.
Manage multiple client quarterly tax filings, including international taxes.
Create meeting packets.
Manage music touring budgets and tour reconciliations.
Prepare monthly financial statements and cash flow reports.
Review and monitor personal and business insurance lines, including renewals and claims.
Support partners on client communications.
Support and work with management team on ad‑hoc projects.
Qualifications
Bachelor’s degree in business or accounting.
Minimum 4+ years of experience in business management.
Large international touring experience.
Proficient in Excel.
Excellent verbal and written communication skills.
Solid organizational skills with great attention to detail and commitment to accuracy.
Strong critical thinking and problem‑solving skills.
Preferred Qualifications
CPA
Knowledge of Datafaction accounting software.
Knowledge of Datafaction Imaging.
Compensation & Benefits This is an exempt position. The annualized base salary range is $95,000–$115,000. Compensation may vary based on experience, expertise, location, and skill set. Additional rewards may include an annual cash bonus and a comprehensive benefits package—medical, dental, vision, life insurance, and 401(k).
Equal Opportunity Employer Focus Partners Wealth is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skill set, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other protected characteristic. Focus complies with federal and state disability laws and provides reasonable accommodations for applicants with disabilities.
Legal Notices for Applicants For Indiana, applicants protected as veterans may not be denied employment on that basis. For Maryland, employers may not require or administer a polygraph test. For California, applicants may find their privacy rights information
here . Massachusetts prohibits the use of lie detector tests for employment. Montana applicants are subject to the Wrongful Discharge from Employment Act. Rhode Island applicants must comply with workers’ compensation law and the Americans with Disabilities Act.
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