Baker Tilly US US | Director, Client Accounting Services - Family Office

Responsibilities

• Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
• 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.
• 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.
• The pay rate range for this job position is $232,750 to $305,490.
• 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.
• 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.
• Leverage an established network within the private wealth community to identify and cultivate new business opportunities

Qualifications

• 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.

Baker Tilly US, LLP

The firm's roots in the United States go back to 1931, when it began as Virchow, Krause & Company, and the current partnership was organised in 1953. It joined Baker Tilly International in 1999 and took the Baker Tilly name in 2009. It has since grown through mergers with ParenteBeard in 2014 and Squar Milner in 2020, among others. Baker Tilly provides audit and assurance, tax, and advisory services, with a CPA firm handling attest work and a separate advisory group handling tax and consulting.

• Industry: Accounting, tax, assurance and advisory services, including managed accounting services
• Headquarters: Chicago, Illinois, United States (U.S. member firm of Baker Tilly International)