Managing Director, Family Office Services
About The Position
Baker Tilly is seeking an entrepreneurial Managing Director to lead the strategic growth of its Family Office Services practice throughout South Florida, including Miami-Dade, Broward, and Palm Beach counties. The role focuses on expanding the firm’s presence in a dynamic wealth market by developing client relationships and leveraging Baker Tilly’s national platform, technical resources, and collaborative professional network. The Family Office team provides accounting, financial management, and advisory services to ultra-high-net-worth individuals, multigenerational families, single- and multifamily offices, and related entities. Services include complex entity and partnership accounting, financial reporting, cash management, bill payment, investment reporting, and advice on family governance, wealth structures, and intergenerational planning. The Managing Director will lead business development, serve as a trusted advisor to clients, provide executive oversight of engagements, mentor professionals, and collaborate with regional and national Family Office leadership. The compensation range is $182,150 to $345,350; actual compensation depends on factors including skills, experience, qualifications, and geographic location. Work location status should be discussed with a Baker Tilly talent acquisition professional.
Requirements
- Bachelor's degree in Accounting, Finance, Business, or a related discipline.
- 12 or more years of progressively responsible experience in family office services, professional accounting, financial advisory, or related professional services.
- Demonstrated experience serving ultra-high-net-worth individuals, families, family offices, and complex privately held entities.
- Proven track record of personally originating, developing, and expanding significant client relationships.
- Established professional relationships in the South Florida market, particularly among attorneys, private bankers, wealth advisors, investment professionals, and family office executives.
- Strong understanding of family office financial operations, complex entity structures, partnership accounting, financial reporting, and investment-related accounting.
- Demonstrated ability to lead sophisticated client engagements and multidisciplinary professional teams.
- Strong commercial acumen, executive presence, and ability to build trusted-advisor relationships with sophisticated clients.
- Exceptional communication, leadership, relationship management, and business development skills.
Nice To Haves
- CPA designation; JD, MBA, or other relevant advanced credentials.
- Public accounting or professional services leadership experience.
- Experience with single-family offices, multifamily offices, and complex multigenerational wealth structures.
- Experience with international families, cross-border financial structures, or globally diversified investments.
- Familiarity with family office accounting and reporting technology, including QuickBooks Online, Sage Intacct, or comparable platforms.
- Experience collaborating with tax, estate planning, investment, and other specialized advisory professionals.
Responsibilities
- Lead business development and market expansion initiatives for Family Office Services throughout South Florida, including Miami-Dade, Broward, and Palm Beach counties.
- Originate new client relationships and expand existing engagements with ultra-high-net-worth individuals, families, family offices, and related entities.
- Use an established network of attorneys, private bankers, wealth advisors, investment professionals, family office executives, and other centers of influence to generate business opportunities.
- Develop and execute a strategic business development plan focused on sustainable revenue growth, referral relationships, and market penetration.
- Represent Baker Tilly at industry events, professional associations, and executive networking opportunities.
- Collaborate with Baker Tilly's tax, advisory, and other service lines to identify opportunities for integrated client solutions.
- Serve as a trusted advisor to sophisticated families and family office executives, understanding their financial, operational, and strategic objectives.
- Lead and expand long-term client relationships through proactive advice, exceptional service, and coordinated solutions.
- Advise clients on family office operations, financial reporting, governance, internal controls, and best practices.
- Coordinate with internal specialists and external advisors on complex financial, investment, estate planning, and multigenerational wealth matters.
- Provide executive leadership and oversight of client engagements, ensuring service quality, technical excellence, and client satisfaction.
- Lead and mentor professionals, fostering accountability, collaboration, and professional development.
- Oversee engagement performance, resource planning, and profitability.
- Collaborate with regional and national Family Office leadership to advance practice strategy, enhance service capabilities, and support growth.
Benefits
- Collaborative environment.
- Flexibility.
- Professional growth opportunities.
- Resources of a national organization.
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What This Job Offers
Job Type
Full-time
Career Level
Director
