Managing Director, Family Office Managed Services

About the role

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.

Responsibilities

• Lead and manage complex client engagements, ensuring exceptional service delivery
• Maintain long-term trusted advisor relationships
• Drive strategic growth of the Family Office practice in the Dallas market
• Manage a portfolio of key client relationships
• Identify and pursue new business opportunities
• Collaborate across service lines to deliver integrated solutions to clients

Requirements

• 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
• Twelve (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

Qualifications

• 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

Skills

• 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
• 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

Benefits

Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

Pay

The compensation range for this role is $182,150 to $345,350.

Schedule

N/A