Gelfand, Rennert & Feldman
Account Manager for High-Net-Worth Clients
Gelfand, Rennert & Feldman, Austin, Texas, us, 78716
About Gelfand, Rennert & FeldmanFounded 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 mattersReview 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 neededMonitor credit card activity, fraud alerts, and credit score issuesMonitor insurance renewals and claimsAssist with home and car purchasesOther projects, as neededA 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 management3+ years of experience in the client services field2+ years of experience in tour accounting is strongly favoredAssociate's or bachelor's degree in accounting or finance is highly favored; a High School Diploma or GED equivalent is requiredComprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statementsSolid 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 roleExcellent communication skills (in person, on the phone, and via email)Sense of urgency and demonstrated ability to follow throughCommitment to professionalism, timeliness, and accuracyAdvanced computer skills including Microsoft Excel, accounting software, and databasesExperience with AgilLink, DataFaction and/or Imaging Software is highly preferredCandidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Benefits & PayWe 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 policyPaid holidaysHybrid work flexibility401(k) with discretionary matchDiscretionary performance bonusTuition assistance and career advancement programsCPA 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 holidaysDiscretionary profit-sharing programEmployee and client referral bonusCommuter benefitsWellness programThis 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.
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 mattersReview 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 neededMonitor credit card activity, fraud alerts, and credit score issuesMonitor insurance renewals and claimsAssist with home and car purchasesOther projects, as neededA 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 management3+ years of experience in the client services field2+ years of experience in tour accounting is strongly favoredAssociate's or bachelor's degree in accounting or finance is highly favored; a High School Diploma or GED equivalent is requiredComprehensive knowledge of the general ledger, AP/AR, insurance, payroll, bank reconciliations, and financial statementsSolid 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 roleExcellent communication skills (in person, on the phone, and via email)Sense of urgency and demonstrated ability to follow throughCommitment to professionalism, timeliness, and accuracyAdvanced computer skills including Microsoft Excel, accounting software, and databasesExperience with AgilLink, DataFaction and/or Imaging Software is highly preferredCandidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.
Benefits & PayWe 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 policyPaid holidaysHybrid work flexibility401(k) with discretionary matchDiscretionary performance bonusTuition assistance and career advancement programsCPA 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 holidaysDiscretionary profit-sharing programEmployee and client referral bonusCommuter benefitsWellness programThis 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.