Business Manager

Position SummaryThe Business Manager serves as the primary relationship lead for assigned client accounts, overseeing all financial, operational, and advisory aspects of client management. This role is the central point of coordination between clients, Managing Directors, Account Managers, and internal specialists. The Business Manager is expected to develop trusted advisor relationships with clients and their representatives while ensuring the highest standards of service delivery across all aspects of client financial life. Gelfand, Rennert & Feldman (“GRF”) and Focus Financial 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 or Encino, CA office. Primary Responsibilities Client Relationship Management Serve as the primary point of contact for an assigned roster of clients and maintaining strong and trusted relationships| Lead client meetings, proactively communicate financial updates, and ensure clients feel fully informed and supported at all times Coordinate with clients' attorneys, agents, publicists, business representatives, and other advisors to facilitate seamless financial management Assist Managing Directors in identifying, onboarding, and retaining prospective clients Anticipate client needs and provide proactive, solutions-oriented guidance across all areas of financial planning and lifestyle management Account Management & Operations Oversee and support Account Managers in delivering day-to-day client services including budgeting, cash flow management, bill pay, and financial reporting Review financial reports including net worth statements, cash flow schedules, meeting packages, budgets, investment summaries, tour reconciliations, and other client deliverables Assist clients with major financial transactions and life events including home purchases, contract negotiations, tour logistics, and year-end planning Monitor client financial activity to identify issues, opportunities, and areas requiring escalation to Managing Directors Tax & Compliance Oversight Review and coordinate the preparation of moderate to complex multi-state tax returns (individual, S corporation, C corporation, partnership, estate, and trusts) in partnership with tax staff Stay current on applicable federal and state tax laws, regulations, and economic developments that may impact clients’ financial positions Conduct or coordinate tax research and multi-jurisdictional planning as needed; oversee foreign touring clearances Collaborate with dedicated tax team members to ensure accuracy and timeliness of all tax-related deliverables Qualifications 5+ years of experience in business management, accounting, or financial services for high net worth individuals and/or entertainers Familiarity with CCH Axcess, CCH Engagement and/or Agil...