Director, Family Office Managed Services
About The Position
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 or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs. 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.
Requirements
- Bachelor’s degree in Business, Accounting, Finance, or related field
- 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
Nice To Haves
- CPA, JD and/or MBA preferred
- Public accounting experience preferred
- Tax experience/exposure preferred
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
Benefits
- Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
