Managing 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 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.

Job Description

As a Managing Director in our Family Office practice, you will lead and manage 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. You will manage a portfolio of key client relationships, identify new business opportunities, expand existing client engagements, represent Baker Tilly in the marketplace, and collaborate across service lines to deliver integrated solutions to clients. The role requires the ability to cultivate a strong network of attorneys, private bankers, wealth advisors, investment professionals, family office executives and other centers of influence throughout the Dallas‑Fort Worth area.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance, or a related field
• CPA preferred; candidates with a JD or MBA are also encouraged to apply
• Public accounting experience preferred
• 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
• Tax experience or exposure preferred
• 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
• The compensation range for this role is $182,150 to $345,350. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

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.