Director, Family Office Managed Services
Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com orjoin the conversation on LinkedIn, Facebook and Instagram.
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Job Description:
Responsibilities
Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the opportunity to join a highly dynamic team focused on delivering exceptional client service in the areas of accounting, advisory, and family office solutions?
If yes, consider joining Baker Tilly (BT) as a Director within our Family Office practice! Our Family Office team provides accounting, advisory, and consulting services to ultra-high-net-worth individuals and family clients. Services range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices.
As a Director, you will play a key leadership role in driving client relationships, managing complex engagements, and contributing to the continued growth of the practice. The ideal candidate will bring a strong network within the private wealth and family office space, a demonstrated ability to drive business development initiatives, and a consultative approach to managing long-term client relationships.
You will collaborate closely with internal and external advisors, serve as a trusted advisor to clients, and help identify opportunities to expand services across the firm.
As one of the fastest growing firms in the nation, Baker Tilly offers upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates, and leadership who truly care about your development.
Key Responsibilities
- Lead and manage multiple family office client engagements, ensuring exceptional client service and timely delivery
- Develop and maintain strong relationships with ultra-high-net-worth individuals, family offices, and trusted advisors
- Leverage an established network within the private wealth community to identify and cultivate new business opportunities
- Drive business development activities, including networking, referral generation, and cross-selling firm services
- Serve as a strategic advisor to clients on family office operations, accounting, reporting, and governance matters
- Oversee engagement planning, staffing, budgeting, and risk management
- Mentor and develop team members while fostering a collaborative and high-performing culture
- Collaborate with tax, advisory, and wealth management professionals across the firm to deliver integrated client solutions
Qualifications
- Bachelor’s degree in Business, Accounting, Finance, or related field
- CPA, JD and/or MBA preferred
- Public accounting experience preferred
- Twelve (12)+ years experience in accounting, advisory, or family office services
- Strong network and established relationships within the private wealth, family office, and ultra-high-net-worth community
- Proven ability to drive business development and manage client relationships at an executive level
- Advanced knowledge of accounting principles related to classifying, recording, and summarizing financial data
- Excellent understanding of Generally Accepted Accounting Principles (GAAP)
- Strong background in fund, management company, and partnership accounting
- Experience working with high-net-worth individuals and family office structures
- Knowledge of MS Office, including Word, Excel, PowerPoint, and Outlook
- Experience with QuickBooks Online (QBO) and/or Sage Intacct
- Strong project management, communication, and leadership skills
- Tax experience/exposure preferred