Music Manager - Business Management & Family Office

Job Details

• Job Location:
  
  Nashville, TN 37214
• Position Type:
  Full Time / Experienced Level
• Salary Range: $90,000 – $200,000
• Job Category:
  Advisory – Business Management & Family Office

• Generate and identify opportunities for new business; regularly involved with practice development, networking and other market-facing activities.
• Maintain active communication with clients to manage expectations, ensure satisfaction and lead change efforts effectively. Contribute to a strong client relationship through positive interactions and consulting with client personnel.
• Negotiate the purchase, financing, and monitoring of major assets.
• Multi-jurisdictional planning in accordance with SALT and International tax groups.
• Ensure staffing & coverage needs are met as needed.
• Identify and act as co‑lead with Partner for client onboarding.
• Manage & mentor with team.
• Final review bonus payrolls to officers from loan out entities.
• Manage planning and execution of multiple engagements/clients.
• Recognize income, gift, estate tax issues that arise in conjunction with clients’ matters.
• Understand and manage firm risk on engagements and proposals within budgetary and time constraints.
• Investment analysis & life planning.

• 9–14 years of experience in the business management or family office industry; or 6–9 years of experience in the business management and/or family office industry & Bachelor's Degree (Accounting, Business Administration, Economics or related field).
• Prior wealth management & estate planning experience.
• Active CPA, EA, CFP or PFS preferred but not required.
• Technical skills focused on quality.
• Business acuity focused on the firm and our clients.
• Leadership focused on talent.
• Entrepreneurial innovation focused on advancing the firm and the profession.
• Interpersonal skills focused on the team.
• Advanced external communication skills and regularly client-facing.