Managing Director, Family Office Services

Managing Director, Family Office Services We use cookies to enable necessary site functionality, to provide the best possible user experience, and to tailor future communications. By using this website, you agree to the use of cookies as outlined in Baker Tilly's online Privacy Policy.### Managing Director, Family Office Services Apply:
USA FL Miami:
USA FL Fort Lauderdale 200 E Las Olas Blvd:
USA FL West Palm Beach:
Full time:
Posted Today:
JR108926#
** 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. Visit  or join the conversation on Linked In, Facebook and Instagram.

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* 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.
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* Job Description:

** Are you interested in joining one of the fastest-growing accounting and advisory firms in the country? Are you an accomplished family office professional with a passion for building relationships, advising sophisticated families, and growing a business?  Join one of the nation's largest and most established multifamily office practices, where you will have the opportunity to leverage a powerful national platform, extensive technical resources, and a collaborative network of professionals to accelerate growth in the South Florida market.  

Baker Tilly is seeking a dynamic, entrepreneurial Managing Director to help lead the strategic growth of our Family Office Services practice throughout South Florida.  Our Family Office team provides comprehensive accounting, financial management, and advisory services to ultra-high-net-worth individuals, multigenerational families, single-family offices, multifamily offices, and their related entities. Our services include complex entity and partnership accounting, financial reporting, cash management, bill payment, investment reporting, and advisory support related to family governance, wealth structures, and intergenerational planning.  

This is an opportunity for an established professional to leverage their relationships, technical expertise, and leadership capabilities to expand Baker Tilly's presence in one of the country's most dynamic wealth markets.  
** Key Responsibilities
**** Strategic Growth and Business Development
*** Lead business development and market expansion initiatives for Family Office Services throughout South Florida, including Miami-Dade, Broward, and Palm Beach counties.
* Originate new client relationships and expand existing engagements with…