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About the Firm:

Our client is a prestigious Business Management firm based in Beverly Hills, CA, specializing in providing high-net-worth individuals, entertainers, and entrepreneurs with comprehensive financial and advisory services. They are seeking an experienced and detail-oriented Business Manager to join their team and oversee financial affairs for a select group of clients.

Position Summary:

The Business Manager will be responsible for managing all aspects of financial affairs for clients, including budgeting, tax planning, bill payments, cash flow management, and financial reporting. This role requires strong analytical skills, attention to detail, and the ability to handle sensitive information with discretion. The ideal candidate will have experience working in a business management firm, CPA firm, or family office.

Key Responsibilities:

• Manage day-to-day financial operations for multiple high-net-worth clients, including income tracking, bill payments, and expense management.
• Oversee cash flow, budgeting, and financial planning to ensure clients’ financial goals are met.
• Coordinate with CPAs, attorneys, investment advisors, and other professionals to provide holistic financial oversight.
• Prepare financial statements and customized reports for clients and their advisors.
• Handle insurance, real estate, and other personal financial matters as needed.
• Maintain strict confidentiality and provide white-glove service to clients.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of experience in business management, public accounting, or a related field.
• Prior experience working with high-net-worth individuals, entertainers, or executives preferred.
• Proficiency in business management software (e.g., Datafaction, AgilLink) is a plus.
• Strong interpersonal and communication skills.
• Highly organized, detail-oriented, and capable of managing multiple clients and tasks.