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 issue
Conduct tax research and multi-jurisdictional planning, and foreign touring clearance
New client set up, including bank accounts
Assist with large purchased 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 (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)

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 issue
Conduct tax research and multi-jurisdictional planning, and foreign touring clearance
New client set up, including bank accounts
Assist with large purchased 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 (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)

Account Manager

Account Manager

Focus Financial Partners

Focus Financial Partners

Benefits

Focus Financial Partners