Tax Manager

Focus Financial Partners•Encino, CA

9d•Hybrid

About The Position

Gelfand, Rennert & Feldman is seeking a Tax Manager to join their team of dedicated professionals. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts. The role offers a hybrid work schedule, which may be adjusted to include working in-office for 3+ days per week, and can be based out of the Encino, CA or Century City, CA office. Gelfand, Rennert & Feldman is part of Focus Financial Partners, a leading financial services firm providing integrated wealth management, family office, and business management services. Focus blends deep expertise and expansive resources with a client-first fiduciary philosophy to help individuals, families, and institutions navigate complex financial situations with personalized solutions.

Requirements

Bachelor's degree with at least 4+ years in a similar role is required
Proven knowledge of auditing standards, procedures, laws and rule/regulations
Sense of urgency and demonstrated ability to follow through
Commitment to professionalism and accuracy
Strong interpersonal skills to create and maintain a trusting relationship with staff and clients
Familiarity with GoSystems, CCH Axcess, or SurePrep required

Nice To Haves

Master's Degree, CPA and/or 6+ years in a similar role is highly preferred
Basic understanding of AgilLink is highly preferred
Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred

Responsibilities

Supervision and training of assigned Staff Accountants and assigned Account Managers
Review and possible preparation of moderate to complex, multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts)
Stay abreast of changing state and federal laws, policies, and economic/political climate which may affect clients’ finances
Supervise and review Staff Accountant’s and/or Senior Staff Accountant’s preparation of moderately complex tax returns
Conduct tax research and multi-jurisdictional planning, and foreign touring clearances
Review financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
Communication with clients and client representatives via phones, email, and in-person meetings
Act as a coach and trainer to develop staff members into efficient and effective client team members, and address performance issues and concerns as needed
Assist Managing Director in identifying and onboarding prospective clients
Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours, and year-end
Other projects and duties as assigned