Managing Director, Family Office Managed Services

Overview

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.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Are you interested in joining one of the fastest growing consulting and accounting firms in the country? Would you like the opportunity to join a highly dynamic team focused on providing exceptional client service in accounting and advisory?

Consider joining Baker Tilly as a Managing Director in our Family Office practice. Our Family Office team provides accounting and advisory services to ultra‑high‑net‑worth individuals, families, family offices, and their related entities. Services range from partnership accounting, financial reporting, cash management, and bill payment to advising clients on complex intergenerational wealth strategies, governance, and best practices.

This leadership role is responsible for leading and managing complex client engagements, ensuring exceptional service delivery, maintaining long‑term trusted advisor relationships, and driving strategic growth of the Family Office practice in the Dallas market. The ideal candidate has an established network of attorneys, private bankers, wealth advisors, investment professionals, family office executives, and other centers of influence throughout the Dallas‑Fort Worth area.

The Managing Director will manage a portfolio of key client relationships, identify new business opportunities, expand existing client engagements, represent Baker Tilly in the marketplace, and collaborate across service lines to deliver integrated solutions to clients.

• 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 Quick Books 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 origina