Director, Family Office Managed Services

Baker Tilly•Los Angeles, CA

23h

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. The 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