Managing Director, Family Office Managed Services

Baker Tilly • Frisco, TX

7d • $182,150 - $345,350

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. The Family Office team provides accounting and advisory services to ultra-high-net-worth individuals, families, family offices, and their related entities. Services range from partnership accounting, financial reporting, cash management, and bill payment to advising clients on complex intergenerational wealth strategies, governance, and best practices. This leadership role is responsible for leading and managing complex client engagements, ensuring exceptional service delivery, maintaining long-term trusted advisor relationships, and driving strategic growth of the Family Office practice in the Dallas market. The ideal candidate will have an established network of attorneys, private bankers, wealth advisors, investment professionals, family office executives, and other centers of influence throughout the Dallas-Fort Worth area. This individual will be responsible for managing a portfolio of key client relationships, identifying new business opportunities, expanding existing client engagements, representing Baker Tilly in the marketplace, and collaborating across service lines to deliver integrated solutions to clients.

Requirements

• Bachelor's degree in Business, Accounting, Finance, or a related field
• Twelve (12)+ years of progressively responsible experience in professional accounting, advisory, or family office services
• Demonstrated success serving ultra-high-net-worth individuals, families, and family offices
• Strong technical accounting expertise, including GAAP, with deep experience supporting partnership structures and fund management companies
• Experience with QuickBooks Online (QBO), Sage Intacct, and other Family Office-centric accounting and financial management software
• Strong project management, client engagement management, leadership, and client service skills
• Proven business development experience with a demonstrated track record of originating and growing client relationships
• Established professional network within the Dallas-Fort Worth market, including relationships with attorneys, private bankers, wealth advisors, investment professionals, family office leaders, and other centers of influence
• Strong executive presence with the ability to cultivate trusted advisor relationships, develop strategic partnerships, and represent Baker Tilly within the Dallas business community
• Excellent communication, presentation, and relationship management skills with the ability to influence both internal and external stakeholders

Nice To Haves

• CPA preferred
• candidates with a JD or MBA are also encouraged to apply
• Public accounting experience preferred
• Tax experience or exposure preferred

Responsibilities

• Leading and managing complex client engagements
• Ensuring exceptional service delivery
• Maintaining long-term trusted advisor relationships
• Driving strategic growth of the Family Office practice in the Dallas market
• Managing a portfolio of key client relationships
• Identifying new business opportunities
• Expanding existing client engagements
• Representing Baker Tilly in the marketplace
• Collaborating across service lines to deliver integrated solutions to clients

Benefits

• exceptional career growth
• flexibility in how and where you work
• the opportunity to build meaningful relationships with clients, teammates, and leadership who are invested in your success

What This Job Offers

• Job Type: Full-time
• Career Level: Director