Focus Partners Wealth seeks a motivated and qualified individual for the position of Bookkeeper 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. This person will handle the bill pay and recordkeeping function for various business entities and individuals.
Primary responsibilities for this position include:
- Manage day-to-day multiple client activities including processing accounts receivable, accounts payable, and payroll;
- Manage intercompany transactions for multi-entity clients;
- Manage multiple client quarterly tax filings as well as other monthly, quarterly, and annual processes;
- Responsible for general ledger, journal entries, and review for accurate accountings;
- Prepare monthly financial statements and cash flow reports;
- Complete bank reconciliations;
- Pay bills via accounting software (fully paperless);
- Review and monitor personal and business insurance lines;
- Support partners on client communications; and
- Support and work with the financial management team as needed to complete ad hoc projects.
Qualifications:
- Minimum 2+ years of experience in the business management industry ;
- Knowledge of Agillink and/or Datafaction accounting software is required
- Proficient in Excel;
- Excellent verbal and written communication skills;
- Solid organizational skills with great attention to detail and commitment to accuracy; and
- Strong critical thinking and problem-solving skills.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
This position is an Non-Exempt role. The annualized base pay range for this role is expected to be between $65,000 - $75,000/yr. 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.
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