Account Manager

Calabasas, California, United States | Full-time | Partially remote

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Seeking the extraordinary<sup>TM</sup>!  We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary!

The Colony Group seeks a motivated and qualified individual for the position of Account Manager located in our Calabasas, CA office. The individual will be contributing to a prestigious 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. This is a unique chance to be part of the business team working for directors, actors, producers, musicians, and the world’s highest grossing concert tours. The candidate selected will oversee the day-to-day business, personal and financial affairs of assigned clients.


Primary responsibilities for this position include:

  • Manage the day-to-day business transactions of high net worth entertainment clients that requires an advance knowledge of accounting and touring;
  • Review general ledgers for complete and accurate accountings;
  • Prepare and review cash projections;
  • Prepare personal, business, and tour budgets;
  • Identify inconsistencies in accountings;
  • Review settlements for live concerts;
  • Review commission schedules;
  • Review and monitor personal and business insurance lines;
  • Resolve complex matters in an efficient and cost effective manner;
  • Become familiar with client tax planning and compliance matters;
  • Coordinate international tax compliance for nonresident entertainers and athletes;
  • Coordinate and implement estate planning;
  • Draft responses to tax notices;
  • Collaborate with the tax department on tax matters and tax returns for clients; and
  • Support partner on client communications.

The position requires:

  • Bachelor’s degree in finance or accounting preferred, and/or CPA designation;
  • Minimum 4-6 years of experience in business management, audit, tax or working at a Big Four firm;
  • Solid organizational skills with great attention to detail and commitment to accuracy;
  • Self-directed, ability to handle new tasks with little direction;
  • Strong analytical thinking and problem solving skills;
  • Excellent verbal and written communication skills;
  • Strong knowledge of excel functions;
  • Knowledge of various business entities;
  • Fundamental knowledge of taxation of individuals and closely-held entities;
  • Knowledgeable on entertainment business, particularly music; and
  • Ability to effectively work in a client focused team environment, building a spirit of cooperation, and sharing knowledge and skills with others in the group.

This position prefers:

  • CPA license is a plus;
  • Knowledge of Datafaction accounting software; and
  • Knowledge of Datafaction Imaging.

 

TCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)