bakertillywm

Director, Wealth and Family Office (CPA)

Toronto, Ontario · Director

Sponsorship not specifiedDetected 20 days ago

AccessibilityBusiness DevelopmentAccountingTaxCompensationLeadershipCollaboration

About the role

Serve as the primary advisor and relationship owner for HNW and UHNW families.
Act as the family's financial quarterback-integrating tax, accounting, advisory, and external professional advice into a cohesive strategy.
Originate new relationships through a strong GTA-based network of lawyers, private bankers, investment advisors, trustees, and other centres of influence.

Build with us - now and for what comes next.
You will own client engagements end-to-end, coordinate integrated advisory solutions across tax and specialist teams, and actively grow a personal book of business through a strong professional network.

CPA designation (Ontario) is required.
10+ years of progressive experience in public accounting, family office, or private client advisory.
Strong working knowledge of Canadian private client tax planning concepts.
Proven ability to originate, grow, and sustain client relationships.
Demonstrated experience advising HNW/UHNW families-particularly business owners and real estate-focused clients.
Established professional network within the Greater Toronto Area.
Executive presence with discretion and confidence when working with principals, spouses, and next-generation family members.
A commercial mindset balanced with long-term advisory integrity.
Career & Growth Opportunities
Clear career progression and advancement opportunities
Ongoing professional development, including paid courses, certification and membership dues
Compensation & Total Rewards

This job posting is for a newly created role within our organization, and we are excited to welcome a new team member to help us achieve our goals.
Ready to Apply?
We thank all applicants for their interest, only those selected for an interview will be contacted.
If you are selected for an interview, we will contact you directly via email.
All virtual interviews will be conducted exclusively on Microsoft Teams.
We will never request additional personal information such as bank details or other sensitive data.
Baker Tilly is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non-merit factors.
Baker Tilly is dedicated to fostering, supporting and celebrating a diverse workplace.
Accommodation is available to all applicants upon request throughout our recruitment and selection process.
We will work with all applicants to accommodate their accessibility needs.
Baker Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited.
All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities.
Be part of something bigger.
At Baker Tilly, we are invested in the impact you make.

This listing is sourced directly from bakertillywm's careers page and normalized into a canonical job model.