Sr. Manager, Family Office

Baker Tilly • New York City, NY

2d

About The Position

The Sr. Manager, Family Office serves as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration. The role leads a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments. It partners with external advisors and Baker Tilly tax and advisory teams to provide integrated client service, while developing family governance, succession planning, and next-generation education. The position also provides strategic financial insights, improves processes and technology, develops team members, and supports growth of the Family Office practice.

Requirements

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
• CPA required.

Responsibilities

• Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
• Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments.
• Partner with external advisors, including investment managers, estate attorneys, insurance specialists, and philanthropic consultants, to deliver cohesive solutions.
• Develop and maintain family governance frameworks, including meeting facilitation, education of next-generation family members, and succession planning.
• Oversee and review the preparation of financial statements, management reports, and consolidated net worth statements.
• Provide strategic insights on asset allocation, liquidity, and long-term financial planning.
• Coordinate with the firm’s tax and advisory teams to ensure integrated client service delivery.
• Identify process improvements and implement technology solutions to enhance reporting and operational efficiency.
• Mentor, develop, and supervise team members to ensure consistent delivery and professional growth.
• Support business development initiatives and contribute to the continued growth of the Family Office practice.

Benefits

• Compensation and benefits package for eligible employees.

What This Job Offers

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