Director, Family Office Managed Services

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

Pay

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.

Benefits

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.