Junior Touring Analyst at Focus Financial Partners

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Full Time

Start Date

Immediate

Expiry Date

21 Jan, 26

Salary

55000.0

Posted On

23 Oct, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Excel, Attention To Detail, Time Management, Verbal Communication, Written Communication, Accounting, Bookkeeping, Budgeting, Tax Filing, Data Reconciliation, Project Management, Client Interaction, Tour Management, Financial Analysis, Documentation, Problem Solving

Industry

Financial Services

Description

Position Summary Gelfand, Rennert & Feldman is seeking a Junior Touring Analyst to join our team of business management professionals. This position can be based out of Century City, CA; Encino, CA or Manhattan, NY on a hybrid basis. The Junior Touring Analyst is responsible for supporting the tour-specific functions of the business management team. Primary Responsibilities Update touring calendar to include client tours, CWA tax payment deadlines, deadlines to file for reduced withholding applications with states/countries, due dates for foreign tax filings, and final accounting dates Obtain, file, and follow-up on missing deal memos/contracts, vendor quotes, tour itineraries, insurance certificates, tax certificates, and crew payroll details (SSN, DOB, tax residency status Obtain and/or create budgets for domestic and international tours Prepare budget to actual analysis and commission schedules Complete state and foreign tax mitigation applications Prepare and organize CWA applications and assist with responding to agent inquiries Record, review, and reconcile show settlements Tie tour revenue (show, VIP, merchandises, etc.) to settlements and agent statements Complete various tax documents such as Certification of US Tax Residency (Form 6166), US Social Security Certificates (TAJA-1’s), Tax Information Authorization (Form 8821), and Application for US Residency Certification (Form 8802) Prepare meeting packages and final tour accounting for manager Prepare label bill backs for tours on support and promotional events Other projects and duties as assigned Qualifications High School Diploma or GED equivalent is required Associates Degree and 1+ years experience is preferred Strong proficiency in Excel is required Well organized with impeccable attention to detail and time management skills Solid verbal and written communication skills Eager and willing to learn new systems while processing information quickly Experience working in entertainment or some understanding of accounting and bookkeeping processes is preferred but not required This is a non-exempt, overtime eligible position. The annualized base pay range for this role is expected to be between $52,000 - $55,000. 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. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment. Gelfand, Rennert & Feldman is an Equal Opportunity Employer. For information on our Job Applicant Privacy Notice, please click here. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com. For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Responsibilities

The Junior Touring Analyst supports the tour-specific functions of the business management team by updating the touring calendar and obtaining necessary documentation. They also prepare budgets, analyze financial data, and assist with tax applications and reconciliations.