Managing Director, Client Accounting Services-Family Office - Baker Tilly Advisory Group, LP : Job Details

Overview

Baker Tilly is a leading advisory, tax, and assurance firm, providing clients with a coast-to-coast and global advantage in major U.S. regions and key financial centers such as New York, London, San Francisco, Los Angeles, Chicago, and Boston. We operate through an alternative practice structure in accordance with the AICPA Code of Professional Conduct, offering attest, tax, and business advisory services.

As part of Baker Tilly International, a worldwide network with 141 territories, 43,000 professionals, and a revenue of $5.2 billion, we are committed to delivering exceptional service. Please discuss the work location with our talent acquisition team to understand specific requirements.

Baker Tilly is an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation, or other protected categories, in compliance with applicable law.

Unsolicited resumes submitted via our website or email are property of Baker Tilly and do not incur agency fees unless a formal agreement is in place with a recruitment agency.

Job Description

Responsibilities

We are seeking a Managing Director to join our Family Office practice, which provides accounting and consulting services to ultra-high net worth individuals and families. Responsibilities include partnership accounting, financial reporting, cash management, bill payment, and advising on complex intergenerational wealth strategies. You will have the opportunity to work in a dynamic environment with upward career potential, flexible work arrangements, and meaningful client relationships.

Qualifications

• Bachelor's degree in Business, Accounting, or Finance
• CPA and/or MBA preferred
• Public accounting experience is a plus
• 12+ years of progressive experience in professional accounting
• Strong knowledge of accounting principles, GAAP, and fund/partnership accounting
• Proficiency with MS Office, QuickBooks Online, and Sage Intacct
• Excellent project management and client service skills
• Experience working with high-net-worth individuals
• Tax experience is preferred

The compensation range for this role is $215,950 to $467,880, influenced by skills, experience, qualifications, and location.