Account Manager

Focus Partners Wealth seeks a motivated and qualified individual for the position of Account Manager to join our Business Management department. The individual will be contributing to a business management division that handles the financial and tax matters for high-profile entertainers in both the film industry as well as music's biggest talents.

Primary responsibilities for this position include:

• 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

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

*This is a Exempt position

Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

The annualized base pay range for this role is expected to be $90k - $100k. 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 reward may include an annual cash bonus and a comprehensive benefits package

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