Account Manager for High-Net-Worth Clients

Job Description

Job Description

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 select 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, Boston, and London.

We are seeking an Account Manager with family office and / or HNW business management experience to join our team of dedicated professionals.

Location : This position can be based out of Austin (TX) on a hybrid basis.

Overview of Role : The Account Manager acts as the primary point of contact for all client-related needs, is responsible for overseeing the day-to-day finances of their assigned clients, and oversees a staff of bookkeepers.

Responsibilities :

• Daily client financial activity, including requests and timely follow up on all outstanding matters
• Review work of bookkeepers (AP / AR, cash receipt and journal entry coding, general ledger, payroll, and financial statement review)
• Review bank balances and statements and approve transfers as needed
• Monitor credit card activity, fraud alerts, and credit score issues
• Monitor insurance renewals and claims
• Assist with home and car purchases
• Other projects, as needed

A successful candidate will possess the following qualifications :

• 4+ years of experience in full-charge accounting and bookkeeping for high net-worth individuals, preferably within entertainment business management
• 3+ years of experience in the client services field
• 2+ years of experience in tour accounting is strongly favored
• Associate’s or bachelor’s degree in accounting or finance is highly favored; a High School Diploma or GED equivalent is required
• Comprehensive knowledge of the general ledger, AP / AR, insurance, payroll, bank reconciliations, and financial statements
• Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
• Prior experience in a Lead, Senior, or Management role
• Excellent communication skills (in person, on the phone, and via email)
• Sense of urgency and demonstrated ability to follow through
• Commitment to professionalism, timeliness, and accuracy
• Advanced computer skills including Microsoft Excel, accounting software, and databases
• Experience with AgilLink, DataFaction and / or Imaging Software is highly preferred

Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.

Benefits & Pay

We offer a diverse and employee-friendly environment with great work / life balance. Our comprehensive benefits package includes :

• Multiple Medical, Dental and Vision plans (including HSA and FSA options)
• Generous paid time off policy
• Paid holidays
• Hybrid work flexibility
• 401(k) with discretionary match
• Discretionary performance bonus
• Tuition assistance and career advancement programs
• CPA program (employer-paid prep materials, paid time off to study and sit for exams, a CPA completion bonus, continued education and license renewals)
• Early office closures for major holidays
• Discretionary profit-sharing program
• Employee and client referral bonus
• Commuter benefits
• Wellness program

This is an exempt position. Employee compensation is determined by a variety of factors including, but not limited to, employee education / training / credentials, employee work experience, work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal peer equity, and market considerations.

• The expected base compensation hiring range for these positions is as follows :
• Account Manager : $75,000 to $114,500 per year

Gelfand, Rennert & Feldman is an Equal Opportunity Employer.

For information on our Job Applicant Privacy Notice, please click here.

Powered by JazzHR

nGO8uQQdiF