Director, Client Accounting Services - Family Office

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.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Equal Opportunity Statement

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.

Resumes Policy

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Job Description

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 deliveryDevelop and maintain strong relationships with ultra-high-net-worth individuals, family offices, and trusted advisorsLeverage an established network within the private wealth community to identify and cultivate new business opportunitiesDrive business development activities, including networking, referral generation, and cross-selling firm servicesServe as a strategic advisor to clients on family office operations, accounting, reporting, and governance mattersOversee engagement planning, staffing, budgeting, and risk managementMentor and develop team members while fostering a collaborative and high-performing cultureCollaborate 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 fieldCPA, JD and/or MBA preferredPublic accounting experience preferredTwelve (12)+ years experience in accounting, advisory, or family office servicesStrong network and established relationships within the private wealth, family office, and ultra-high-net-worth communityProven ability to drive business development and manage client relationships at an executive levelAdvanced knowledge of accounting principles related to classifying, recording, and summarizing financial dataExcellent understanding of Generally Accepted Accounting Principles (GAAP)Strong background in fund, management company, and partnership accountingExperience working with high-net-worth individuals and family office structuresKnowledge of MS Office, including Word, Excel, PowerPoint, and OutlookExperience with QuickBooks Online (QBO) and/or Sage IntacctStrong project management, communication, and leadership skillsTax 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.