Senior Manager- Client Accounting Services Family Office

Family Office Senior Manager

Are you interested in joining one of the fastest growing advisory, tax, and assurance firms in the country? Would you like the opportunity to lead a highly dynamic team focused on delivering exceptional client service to ultra-high-net-worth individuals, families, family offices, and their related entities?

If yes, consider joining Baker Tilly (BT) as a Family Office Senior Manager!

Our Family Office practice provides accounting, financial reporting, bill pay, cash management, partnership accounting, and advisory services to ultra-high-net-worth individuals and families. We serve as trusted advisors, helping clients navigate complex financial affairs, preserve wealth across generations, and achieve their personal and business objectives.

As a Family Office Senior Manager, you will serve as a strategic advisor to clients while leading multiple client engagements, developing team members, driving operational excellence, and contributing to the growth and success of the practice. You will work alongside tax professionals, wealth advisors, attorneys, investment professionals, and other outside advisors to deliver a seamless client experience.

As one of the fastest growing firms in the nation, Baker Tilly offers you upward career mobility, flexibility in how and where you work, and meaningful relationships with clients, teammates, and leadership who are invested in your success.

• An extensive and diverse accounting and advisory background, including partnership, investment entity, and family office accounting
• Strong client service skills and experience serving as a trusted advisor to executives, business owners, and ultra-high-net-worth families
• The ability to manage multiple client engagements simultaneously while maintaining exceptional quality and responsiveness
• Outstanding organizational, project management, and leadership skills
• Excellent verbal and written communication skills
• The ability to anticipate client needs and proactively solve complex business and financial issues
• Experience developing, mentoring, and coaching managers and staff
• A continuous improvement mindset with a passion for enhancing processes and service delivery
• Strong business acumen and the ability to identify growth opportunities within client relationships
• The ability to thrive in a fast-paced, dynamic, and entrepreneurial environment

• 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 external 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 family office 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…