Senior Manager- Client Accounting Services Family Office

Overview

Baker Tilly is a leading advisory, tax, and assurance firm with a global footprint, providing services to clients across major U.S. regions and international financial centers such as New York, London, San Francisco, Los Angeles, Chicago, and Boston.

Family Office Senior Manager – a strategic advisor who leads a team, manages multiple client engagements, develops staff, and drives growth for the Family Office practice.

• Serve as the primary relationship leader and trusted advisor for multiple family office clients
• Oversee multiple client engagements and ensure overall quality, consistency, efficiency, and client satisfaction
• Manage engagement scope, budgets, profitability, and resource allocation
• Develop strategic insights and recommendations based on client objectives, financial results, and changing economic conditions
• Lead coordination with tax advisors, attorneys, wealth managers, investment advisors, and other outside professionals
• Serve as an escalation point for complex client, accounting, operational, and service issues
• Drive client retention and enhance the overall client experience
• Identify opportunities to expand services and deepen client relationships

• Review and approve complex financial statements, management reports, reconciliations, and accounting analyses
• Oversee month‑end and year‑end close processes for clients and related entities
• Ensure compliance with accounting and firm quality standards
• Provide technical accounting guidance and resolve complex accounting issues
• Review journal entries, account reconciliations, cash activity, and financial reporting deliverables
• Oversee bill pay, cash management, payroll, and other operational activities as needed
• Anticipate the impact of regulatory, tax, and business changes on client financial operations

• Lead, mentor, and develop Managers, Experienced Managers, and staff across multiple client teams
• Conduct performance coaching, provide timely feedback, and support career development planning
• Foster an inclusive, collaborative, and high‑performing team culture
• Coordinate with Resource Management to optimize staffing and engagement performance
• Promote continuous learning, knowledge sharing, and leadership development
• Ensure work is assigned at the appropriate level and aligned with team member development goals

• Oversee engagement financial performance, pricing, realization, and collections
• Manage risk across engagements and ensure compliance with firm policies and professional standards
• Drive standardization, efficiency, and process improvement initiatives across the Family Office practice
• Optimize operational performance and resource utilization
• Monitor engagement metrics and proactively address staffing and capacity challenges
• Collaborate across service lines to deliver integrated client solutions

• Participate in business development strategy and execution activities
• Build and maintain a strong external network and market presence
• Identify opportunities to generate additional revenue and expand existing client relationships
• Support proposal development, presentations, and prospect meetings
• Contribute to strategic initiatives that drive growth and innovation within the Family Office practice

• Bachelor’s degree in Accounting, Finance, Business, or related field
• CPA license preferred
• 8+ years of progressive accounting, family office, client accounting services, or related experience
• 4+ years of experience managing client engagements within a professional services environment
• Demonstrated experience leading, mentoring, and developing multiple team members
• Strong understanding of GAAP, financial statement preparation, and complex accounting transactions
• Experience working with ultra‑high‑net‑worth individuals, family offices, partnerships, trusts, and investment entities preferred
• Experience with Quick Books, Sage Intacct, Net Suite, and other cloud‑based accounting platforms
• Advanced proficiency in Microsoft Excel and Microsoft Office applications
• Strong project management,…