Director, Family Office Managed Services

Overview
Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
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Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
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Job Description:
Responsibilities
Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the opportunity to join a highly dynamic team focused on delivering exceptional client service in the areas of accounting, advisory, and family office solutions?
If yes, consider joining Baker Tilly (BT) as a Director within our Family Office practice! Our Family Office team provides accounting, advisory, and consulting services to ultra-high-net-worth individuals and family clients. Services range from partnership accounting, financial reporting, cash management, and bill payment to advising on complex intergenerational wealth strategies and best practices.
As a Director, you will play a key leadership role in driving client relationships, managing complex engagements, and contributing to the continued growth of the practice. The ideal candidate will bring a strong network within the private wealth and family office space, a demonstrated ability to drive business development initiatives, and a consultative approach to managing long-term client relationships.
You will collaborate closely with internal and external advisors, serve as a trusted advisor to clients, and help identify opportunities to expand services across the firm.
As one of the fastest growing firms in the nation, Baker Tilly offers upward career trajectory, flexibility in how and where you get your work done, and meaningful relationships with clients, teammates, and leadership who truly care about your development.
Key Responsibilities
Lead and manage multiple family office client engagements, ensuring exceptional client service and timely delivery
Develop and maintain strong relationships with ultra-high-net-worth individuals, family offices, and trusted advisors
Leverage an established network within the private wealth community to identify and cultivate new business opportunities
Drive business development activities, including networking, referral generation, and cross-selling firm services
Serve as a strategic advisor to clients on family office operations, accounting, reporting, and governance matters
Oversee engagement planning, staffing, budgeting, and risk management
Mentor and develop team members while fostering a collaborative and high-performing culture
Collaborate with tax, advisory, and wealth management professionals across the firm to deliver integrated client solutions
Qualifications
Bachelor’s degree in Business, Accounting, Finance, or related field
CPA, JD and/or MBA preferred
Public accounting experience preferred
Twelve (12)+ years experience in accounting, advisory, or family office services
Strong network and established relationships within the private wealth, family office, and ultra-high-net-worth community
Proven ability to drive business development and manage client relationships at an executive level
Advanced knowledge of accounting principles related to classifying, recording, and summarizing financial data
Excellent understanding of Generally Accepted Accounting Principles (GAAP)
Strong background in fund, management company, and partnership accounting
Experience working with high-net-worth individuals and family office structures
Knowledge of MS Office, including Word, Excel, PowerPoint, and Outlook
Experience with QuickBooks Online (QBO) and/or Sage Intacct
Strong project management, communication, and leadership skills
Tax experience/exposure preferred
The pay rate range for this job position is $232,750 to $305,490. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.