Business Manager

Business Management Firm | Beverly Hills Area | Hybrid

About the Opportunity

A highly respected Business Management Firm serving entertainment industry professionals and high-net-worth individuals is seeking experienced Business Managers to join its growing team in the Beverly Hills Area.

This is a senior-level opportunity for professionals who can independently manage sophisticated client relationships and oversee the complete financial and personal affairs of high-net-worth individuals, entertainers, executives, and their related entities.

The ideal candidate combines strong tax and accounting expertise with exceptional client service, sound judgment, and the ability to coordinate complex financial matters across multiple professional advisors.

Compensation & Benefits

• $150,000 - $300,000 base salary

• Uncapped discretionary bonuses paid during tax season and year-end

• Health, Dental & Vision insurance with significant employer contributions

• 401(k)

• Two weeks of vacation

• Six paid sick days

• Additional PTO based on tenure

• Hybrid work flexibility

• Long-term leadership and advancement opportunities

Location: Beverly Hills Area

Schedule: Hybrid — approximately 3-4 days in-office and 1-2 days remote

Position Overview

The Business Manager will oversee the day-to-day financial and personal affairs of an assigned portfolio of high-net-worth clients. This role serves as a central point of coordination between clients, Partners, Account Managers, tax professionals, attorneys, investment advisors, insurance professionals, and other members of the client’s advisory team.

The successful candidate will be highly responsive, detail-oriented, and capable of managing complex accounting, tax, estate, insurance, investment, and lifestyle-related matters with discretion and minimal supervision.

Responsibilities

Client Financial Management

• Manage the daily financial and personal affairs of assigned clients.

• Review and approve daily accounting and bookkeeping activity.

• Monitor cash flow, financial reporting, and liquidity needs.

• Prepare and review budgets, forecasts, and financial analyses.

• Coordinate major financial decisions and transactions.

• Maintain close communication with clients and their professional representatives.

Tax and Financial Planning

• Provide income tax planning and preparation support.

• Prepare and review individual, corporate, partnership, LLC, and other pass-through entity tax matters.

• Coordinate quarterly estimates, projections, and year-end tax planning.

• Collaborate with internal and external tax professionals.

• Assist with estate planning and long-term wealth strategies.

Insurance and Risk Management

• Review personal, business, property, liability, and specialty insurance coverage.

• Coordinate insurance renewals, claims, and coverage recommendations.

• Identify potential financial and operational risks affecting clients.

Complex Transactions and Personal Affairs

• Assist with real estate purchases, sales, financing, and related transactions.

• Oversee automobile, aircraft, and yacht purchases, sales, and ongoing maintenance.

• Coordinate with attorneys regarding prenuptial agreements, divorces, trusts, and estate matters.

• Assist clients with personal and business staffing needs.

• Support additional lifestyle and financial matters requiring discretion and judgment.

Team and Relationship Leadership

• Work closely with Partners, Account Managers, accountants, and administrative staff.

• Review team deliverables for accuracy and completeness.

• Delegate responsibilities and monitor deadlines.

• Coordinate with attorneys, agents, investment advisors, bankers, and insurance professionals.

• Ensure clients receive proactive, responsive, and high-touch service.

Qualifications

• 4+ years of prior Business Management experience.

• Experience managing high-net-worth individuals and entertainment industry clients strongly preferred.

• Strong tax planning and tax preparation experience.

• CPA designation or advanced degree preferred.

• Strong knowledge of:

  • Individual taxation

  • C Corporations

  • S Corporations

  • Partnerships and LLCs

  • Pass-through entities

  • Estate and trust matters

• Experience with financial planning, insurance review, and complex client transactions.

• Proficiency with one or more of the following:

  • CCH ProSystem fx

  • BNA Income Tax Planner

  • CCH Axcess

  • Axcess Practice

  • Datafaction

  • DF Imaging

• Excellent written and verbal communication skills.

• Strong attention to detail and consistent follow-through.

• Ability to manage multiple clients, deadlines, and interruptions throughout the day.

• Professional judgment and discretion when handling confidential financial and personal matters.

Why This Opportunity?

This is an exceptional opportunity to join a prominent Business Management Firm with a long-standing reputation for serving sophisticated entertainment and high-net-worth clients.

The role offers direct interaction with supportive Partners, exposure to complex financial and personal matters, significant earning potential, hybrid flexibility, and the opportunity to build a long-term career within an established and growing organization.

Interview Process

• Initial Zoom Interview with the Talent Team

• In-Person Interview with Partners

• Final Interview with Senior Leadership and Key Team Members

• Offer