Director, Wealth and Family Office (CPA)

Baker Tilly WM•Toronto, ON

8d•CA$150,000 - CA$185,000•Hybrid

About The Position

Baker Tilly is seeking a Director, Wealth and Family Office Advisory (CPA) to join their growing practice. This role serves High Net Worth (HNW) and Ultra High Net Worth (UHNW) families, acting as a senior relationship leader, trusted advisor, and business builder. The position is client-facing and leadership-oriented, ideal for a seasoned professional skilled in advisory, tax, and entrepreneurship. The Director will be the primary relationship holder and financial quarterback for complex family relationships, owning engagements end-to-end, coordinating integrated solutions, and growing a personal book of business through their professional network. This role offers a clear path towards executive visibility and partnership.

Requirements

CPA designation (Ontario) is required.
10+ years of progressive experience in public accounting, family office, or private client advisory.
Demonstrated experience advising HNW/UHNW families—particularly business owners and real estate-focused clients.
Strong working knowledge of Canadian private client tax planning concepts.
Proven ability to originate, grow, and sustain client relationships.
Established professional network within the Greater Toronto Area.
Executive presence with discretion and confidence when working with principals, spouses, and next-generation family members.
A commercial mindset balanced with long-term advisory integrity.

Responsibilities

Serve as the primary advisor and relationship owner for HNW and UHNW families.
Act as the family’s financial quarterback—integrating tax, accounting, advisory, and external professional advice into a cohesive strategy.
Lead discovery, planning, and ongoing advisory conversations across complex personal and corporate matters.
Build, manage, and grow a personal book of business with clear revenue milestones.
Originate new relationships through a strong GTA-based network of lawyers, private bankers, investment advisors, trustees, and other centres of influence.
Lead or co-lead client pitches, proposals, and onboarding.
Identify cross‑service opportunities while maintaining a client‑first, advisory-led approach.
Represent the firm at targeted industry events and thought‑leadership forums.
Provide oversight and strategic input across personal, corporate, and trust tax planning engagements in coordination with the firm’s tax group.
Translate complex tax and structuring issues into practical, client-ready advice.
In collaboration with the firm's in-house tax group and financial planners, ensure alignment between tax strategy, financial planning, and each family’s long-term objectives.
Advise families with operating businesses and complex corporate structures.
Advise families with significant real estate holdings (commercial, residential, mixed-use).
Advise families with liquidity events such as business sales, partial exits, and recapitalizations.
Coordinate planning before, during, and after major financial transitions.
Support succession, estate planning coordination, and intergenerational wealth transfer initiatives.
Mentor and develop Managers and Senior Managers within client teams.
Contribute to best practices for UHNW relationship management and family office delivery.
Support practice development initiatives, internal capability building, and quality standards.