Managing Director, Family Office Services

Baker Tilly•Miami, FL

16h

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 major wealth market by leveraging an established professional network, technical expertise, and the firm's national platform and resources. The Family Office Services team provides comprehensive accounting, financial management, and advisory services to ultra-high-net-worth individuals, multigenerational families, single-family offices, 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 originate and grow client relationships, serve as a trusted advisor to sophisticated families and family office executives, lead client engagements and teams, and oversee engagement performance, resourcing, and profitability. The role also collaborates with Baker Tilly's regional and national Family Office leaders and other service lines to advance practice strategy and deliver coordinated solutions.

Requirements

Bachelor's degree in Accounting, Finance, Business, or a related discipline.
12+ 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 within 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 and executive presence, with the 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 professional relationships with 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 relevant 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 families and family office executives, building an understanding of their financial, operational, and strategic objectives.
Lead and expand long-term client relationships through proactive advice, exceptional service, and coordinated solution delivery.
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 to ensure 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 continued growth.