Baker Tilly
Director, Family Office Managed Services
USA CA Los Angeles 11150 Santa Monica Blvd · Director
Sponsorship not specified$233k-$305kDetected 21 days ago
Project ManagementBusiness DevelopmentFinancial AnalysisAccountingBudgetingExcelQuickBooksRecruitingLeadershipCommunicationMicrosoft OfficeGAAPFinancial Reporting
About the role
- 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.
Responsibilities
- 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.
- 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
- Drive business development activities, including networking, referral generation, and cross-selling firm services
- 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
- Proven ability to drive business development and manage client relationships at an executive level
Requirements
- Bachelor's degree in Business, Accounting, Finance, or related field
- Twelve (12)+ years experience in accounting, advisory, or family office services
- Advanced knowledge of accounting principles related to classifying, recording, and summarizing financial data
- 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
Nice to have
- CPA, JD and/or MBA preferred
- Public accounting experience preferred
- Tax experience/exposure preferred
Compensation
- 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.
Equal opportunity
- Baker Tilly is an equal opportunity/affirmative action employer.
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