Business Manager

Gelfand, Rennert & Feldman, Focus Partners Business Management•Los Angeles, CA

1d•$120,000 - $175,000•Hybrid

About The Position

The Business Manager serves as the primary relationship lead for assigned client accounts, overseeing all financial, operational, and advisory aspects of client management. This role is the central point of coordination between clients, Managing Directors, Account Managers, and internal specialists. The Business Manager is expected to develop trusted advisor relationships with clients and their representatives while ensuring the highest standards of service delivery across all aspects of client financial life. Gelfand, Rennert & Feldman (“GRF”) and Focus Financial provides team members the flexibility to work a hybrid schedule. The hybrid work arrangement may be adjusted or altered to fill the needs of the role, including potentially working in-office for 3+ days per week. This role is hybrid out of our Century City, CA or Encino, CA office.

Requirements

5+ years of experience in business management, accounting, or financial services for high net worth individuals and/or entertainers
Demonstrated experience as a primary client contact with strong relationship management skills
Working knowledge of tax concepts and compliance requirements across individual and entity return types; ability to review and interpret tax work product
Deep understanding of the entertainment business management industry including royalties, touring, music publishing, record label administration, and motion picture/television finance
Excellent interpersonal and communication skills; comfortable presenting to and engaging with high-profile clients and their representatives
Highly organized with the ability to manage multiple client relationships and competing priorities simultaneously
Demonstrated ability to lead, motivate, and develop junior staff

Nice To Haves

Familiarity with CCH Axcess, CCH Engagement and/or AgilLink is highly preferred

Responsibilities

Serve as the primary point of contact for an assigned roster of clients and maintaining strong and trusted relationships
Lead client meetings, proactively communicate financial updates, and ensure clients feel fully informed and supported at all times
Coordinate with clients' attorneys, agents, publicists, business representatives, and other advisors to facilitate seamless financial management
Assist Managing Directors in identifying, onboarding, and retaining prospective clients
Anticipate client needs and provide proactive, solutions-oriented guidance across all areas of financial planning and lifestyle management
Oversee and support Account Managers in delivering day-to-day client services including budgeting, cash flow management, bill pay, and financial reporting
Review financial reports including net worth statements, cash flow schedules, meeting packages, budgets, investment summaries, tour reconciliations, and other client deliverables
Assist clients with major financial transactions and life events including home purchases, contract negotiations, tour logistics, and year-end planning
Monitor client financial activity to identify issues, opportunities, and areas requiring escalation to Managing Directors
Review and coordinate the preparation of moderate to complex multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts) in partnership with tax staff
Stay current on applicable federal and state tax laws, regulations, and economic developments that may impact clients’ financial positions
Conduct or coordinate tax research and multi-jurisdictional planning as needed; oversee foreign touring clearances
Collaborate with dedicated tax team members to ensure accuracy and timeliness of all tax-related deliverables