Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. These include:
- Focus Partners Wealth
- SCS Financial, Focus Partners Family Office and OCIO
- Cardinal Point, Focus Partners Canada
- NorthCoast Asset Management
- Gelfand, Rennert & Feldman, Focus Partners Business Management
- Focus Partners Australia & Escala Partners
Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
We believe talent is central to realizing our vision—so we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.
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Senior Administrative Assistant
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Position Summary
Gelfand, Rennert & Feldman is seeking a Senior Administrative Assistant ideally with financial services exposure to join our team of dedicated professionals. This position is based in-office out of Century City, CA on a full-time basis. The Senior Administrative Assistant is responsible for a variety of administrative tasks to support the operations of their office and assigned Managing Directors.
Primary Responsibilities
- Screen calls; establish oneself as a trusted point of contact with employees and business network
- Manage day to day schedule and commitments of remote and/or in-office Executive(s)
- Receive incoming mail, packages, and checks, and process accordingly to the service plan for each client
- Respond to requests to prepare outgoing mail and packages (FedEx, certified mail, messengers, etc.)
- Process and mail checks
- Assist with client billing
- Make e-deposits
- Maintain electronic and hard copy filing system and other general office duties
- Perform coverage of reception desk, as needed
- Light bookkeeping duties utilizing AgilLink
- Other projects and duties as assigned
Qualifications
- 2+ years of similar experience in a fully in-office capacity
- High School Diploma or GED equivalent is required
- Associate's Degree preferred
- Experience with billable timekeeping is highly preferred
- Notary Public a plus
- Familiarity with DocuSign and Workday is required
- Familiarity with AgilLink is a plus
- Excellent verbal and written communication skills
- Strong computer skills and proficiency in Microsoft Office, especially Excel, Word and Outlook
- The ability to work independently while being a team player
- Strong organizational and time management skills to ensure the ability to multitask
- Strong interpersonal skills to create and maintain a trusting relationship with staff and clients
This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $60,000 - $65,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
For information on our Job Applicant Privacy Notice, please click here.
#LI-TN1
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Ready to apply?
Apply to Focus Financial Partners
Business Services and Mailroom Administrator
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Position Summary
Gelfand, Rennert & Feldman is seeking a Business Services Administrator with mailroom experience to join our team of dedicated professionals. The Business Services Administrator will be responsible for aiding with all mailroom processes, as well as general operational support. This position is based fully in-office out of Century City, CA.
Primary Responsibilities
- Receive shipments from various couriers
- Scan, file, and distribute mail
- Pick up and route mail to appropriate locations
- Assist with off-site storage files
- Make trips to bank and other off-site locations
- Distribute and maintain stock of office supplies
- Restock mail drops
- Other projects and duties as assigned
Qualifications:
- 5+ years working in a corporate office mailroom or similar role
- Experience scanning mail or documents
- High School Diploma or GED equivalent is required
- Excellent communication skills (in person, on the phone, and via email)
- Strong computer skills including, Microsoft Office Suite (Excel, Word, Outlook, etc.)
- A team player with high attention to detail, especially when working on multiple tasks or assignments with competing deadlines
This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $50,000 - $55,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
For information on our Job Applicant Privacy Notice, please click here.
#LI-TN1
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Ready to apply?
Apply to Focus Financial Partners
Tax Manager
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Position Summary
Gelfand, Rennert & Feldman is seeking a Tax Manager to join our team of dedicated professionals. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts. Gelfand, Rennert & Feldman 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 position can be based out of our Encino, CA or Century City, CA office on a hybrid basis.
Primary 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
Qualifications
- Bachelor's degree with at least 4+ years in a similar role is required
- Master's Degree, CPA and/or 6+ years in a similar role is highly preferred
- Basic understanding of AgilLink is highly preferred
- Familiarity with CCH Axcess 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
- Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred
The annualized base pay range for this role is expected to be between $135,000 - $175,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
For information on our Job Applicant Privacy Notice, please click here.
#LI-TN1
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Ready to apply?
Apply to Focus Financial Partners
Tax Staff Accountant
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Position Summary
Gelfand, Rennert & Feldman is seeking a Staff Tax Accountant with ideally entertainment business management experience to join our team of dedicated professionals. The Staff Accountant role is responsible for the preparation of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research. Gelfand, Rennert & Feldman 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 position is based out of Century City, CA on a hybrid basis.
Primary Responsibilities
- Prepare individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns
- Review General Ledger and reports to assist in preparation of tax projections
- Perform tax research and planning, as needed, to solve client’s tax issues
- Correspondence regarding tax notices, jurisdictional issues, and/or tax audits
- Prepare closeouts for loan-out corporations and analyzing payroll withholding requirements for federal and state
- Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
- Assist with state, local, and international tax clearances for touring artists
- Assist client service team with other projects, as necessary
Qualifications
- 1+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns
- 3+ years in a similar role is highly preferred
- Bachelor's degree is required
- Proficiency at Microsoft Office, especially Excel and Word
- Familiarity with Agilink is a plus
- Familiarity with CCH tax software is a plus
- CPA or CPA eligibility is highly preferred
- Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
- Capability to learn new systems and process information quickly
- Organization skills with attention to detail
This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $65,000 - $85,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
For information on our Job Applicant Privacy Notice, please click here.
#LI-TN1
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Ready to apply?
Apply to Focus Financial Partners
Senior Tax Staff Accountant
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Position Summary
Gelfand, Rennert & Feldman is seeking a Senior Tax Staff Accountant with ideally entertainment business management experience to join our team of dedicated professionals. The Senior Tax Staff Accountant is responsible for the preparation and review of various reports in support of servicing clients, preparation of simple to moderately complex tax returns, as well as tax projections and tax research. Gelfand, Rennert & Feldman 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 office.
Primary Responsibilities
- Prepare and review individual, corporate (S corp and C corp), partnership, estate, trust, fiduciary, and exempt organization tax returns
- Review General Ledger and reports to assist in preparation of tax projections
- Perform tax research and planning, as needed, to solve client’s tax issues
- Correspondence regarding tax notices, jurisdictional issues, and/or tax audits
- Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
- Assist with tour preparation and planning, including budgets and state, local and international tax clearances, and reductions for touring artists
- Assist with various business management tasks (such as purchase and sale of real estate, royalty allocations, prepping RMD schedules, international employment documents, etc.)
- Informal supervision and training of Staff Accountant(s)
- Other projects and duties as assigned
Qualifications
- 4+ years in preparation and/or review of individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals
- Bachelor's degree is required
- Master's degree, with 4+ years in a similar role is highly preferred
- Familiarity with CCH Axcess or Engagement is preferred
- CPA or CPA eligibility is a plus
- Organization skills with a high attention to detail is necessary
- Capability to learn new systems and process information quickly
- Solid interpersonal skills and other key soft skills (i.e., communication, time management, emotional intelligence, adaptability, active listening, critical-thinking, etc.)
- Thorough understanding of the bookkeeping process from start to finish
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, and London.
The annualized base pay range for this role is expected to be between $82,000 - $125,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
For information on our Job Applicant Privacy Notice, please click here.
#LI-TN1
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Ready to apply?
Apply to Focus Financial Partners
Account Manager
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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. 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.
Primary Responsibilities
- Respond to client inquiries and requests in a timely manner, disseminating client information internally as appropriate
- Coordinate workflow of bookkeeping team
- Review and distribute mail
- Oversee daily client 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)
- 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 issues
- Monitor insurance renewals and claims
- New client set up, including bank account
- 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 filings
- Other projects and duties, as assigned
Qualifications:
- High School Diploma or GED equivalent with 3+ years is required; Associate's or Bachelor's degree in accounting or finance highly preferred
- 4+ years in a similar role in business management and/or touring is required
- 3+ years in a client services field
- Comprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statements
- Experience with AgilLink is highly preferred
- Advanced computer skills including Microsoft Excel, accounting software, and databases
- Ability to delegate, manage and train team using clear instructions
- Ability to manage high volume of work while remaining adaptable
- 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.)
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, and London.
This is a exempt position. The annualized base pay range for this role is expected to be between $77,000 - $117,500. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
For information on our Job Applicant Privacy Notice, please click here.
#LI-CB1
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Ready to apply?
Apply to Focus Financial Partners
Internal Tax Manager - Research & Audit
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Position Summary
Gelfand, Rennert & Feldman is seeking a Tax Manager to join our team of dedicated professionals. This position can be based out of Century City on a hybrid basis. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts.
Primary 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
Qualifications
- Bachelor's degree with at least 4+ years in a similar role is required
- Master's Degree, CPA and/or 6+ years in a similar role is highly preferred
- Basic understanding of AgilLink is highly preferred
- Familiarity with GoSystems, CCH Axcess, or SurePrep 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
- Prior exposure to royalties, touring services, music publishing and record label administration is highly preferred
The annualized base pay range for this role is expected to be between $135,000 - $175,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
For information on our Job Applicant Privacy Notice, please click here.
#LI-TN1
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Ready to apply?
Apply to Focus Financial Partners
Account Manager (ST)
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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.)
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, and London.
This is a exempt position. The annualized base pay range for this role is expected to be between $130,000 - $150,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Gelfand, Rennert & Feldman is an Equal Opportunity Employer.
For information on our Job Applicant Privacy Notice, please click here.
#LI-TN1
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Ready to apply?
Apply to Focus Financial Partners