Business Development Director - Private Client

Baker Tilly US; San Francisco (CA); On-site; USD 191,800 - 303,310; Full time

Benefits offered by this job

Sales-based commissions

Job summary

Baker Tilly US in San Francisco seeks a Senior Business Development Director to drive growth across Tax, Assurance, and Advisory through Private Client opportunities. You will build relationships with high-net-worth individuals, family offices, and trusted advisors, shaping go-to-market strategies with practice leaders.

The role requires 10+ years of relevant experience, strong communication and leadership, and willingness to travel up to 50%.

Qualifications

• 10+ years in Private Client, Family Office, Trust and Estate, Wealth Management, Private Company Advisory, Tax Advisory, or related industries.
• Minimum 10 years of selling or delivering tax, assurance, and/or consulting services within Private Client or related advisory environments.
• Experience building relationships with centers of influence, referral networks, and executive-level decision makers.
• Ability to travel up to 50%.
• Strong communication, problem-solving, and leadership skills.

Responsibilities

• Understand key Private Client service offerings and communicate their application to affluent individuals and family enterprises.
• Demonstrate knowledge of estate and gift planning, trust and fiduciary matters, family governance, succession planning, liquidity events, business transition planning, and family office services.
• Monitor emerging trends in tax legislation, wealth planning, family office evolution, and generational wealth transfer to identify new business opportunities.
• Lead the deployment of sales techniques and strategies to integrate services across all lines of service and geographies.
• Maintain a broad understanding of macroeconomic, regulatory, tax, and market trends impacting affluent clients.
• Build, maintain, and expand relationships across the Private Client ecosystem, including attorneys, wealth advisors, bankers, trust officers, and other centers of influence.
• Perform regular follow-up on all firm-generated leads and maintain strict compliance with CRM (Salesforce) requirements.
• Achieve closed business revenue goals for new and existing accounts, ensuring a profitable return to the firm each fiscal year.
• Participate as a key team member on market development meetings and conduct primary outreach to secure appointments with centers of influence and referral sources.

Skills

Relationship building

Communication skills

Leadership

Strategic thinking

Problem solving

Travel readiness

Education

Bachelor's degree

Graduate degree preferred

Tools

Salesforce

Job description

Overview

Baker Tilly is a leading advisory, tax, and assurance firm with a coast‑to‑coast and global presence in major U.S. regions and key international financial centers, including New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP offer professional services under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws.

Job Description

The Business Development Director is a senior strategic role focused on accelerating growth across the firm’s Tax, Assurance, and Advisory practices. The Director identifies and develops new business opportunities within the Private Client sector in an assigned territory, building, managing, and expanding strong client and referral relationships. The role partners with practice leaders to shape and execute go‑to‑market strategies, collaborates across service lines, and supports high‑net‑worth individuals, family enterprises, privately held business owners, family offices, trusts, estates, foundations, and their advisors.

Responsibilities

• Understand key Private Client service offerings and communicate their application to affluent individuals and family enterprises.
• Demonstrate knowledge of estate and gift planning, trust and fiduciary matters, family governance, succession planning, liquidity events, business transition planning, and family office services.
• Monitor emerging trends in tax legislation, wealth planning, family office evolution, and generational wealth transfer to identify new business opportunities.
• Lead the deployment of sales techniques and strategies to integrate services across all lines of service and geographies.
• Maintain a broad understanding of macroeconomic, regulatory, tax, and market trends impacting affluent clients.
• Build, maintain, and expand relationships across the Private Client ecosystem, including attorneys, wealth advisors, bankers, trust officers, and other centers of influence.
• Perform regular follow‑up on all firm‑generated leads and maintain strict compliance with CRM (Salesforce) requirements.
• Achieve closed business revenue goals for new and existing accounts, ensuring a profitable return to the firm each fiscal year.
• Participate as a key team member on market development meetings and conduct primary outreach to secure appointments with centers of influence and referral sources.

Qualifications

• Undergraduate degree from an accredited college or university; graduate degree preferred.
• 10+ years of experience in Private Client, Family Office, Trust and Estate, Wealth Management, Private Company Advisory, Tax Advisory, or related industries, or in professional services supporting these sectors.
• Minimum 10 years of selling or delivering tax, assurance, and/or consulting services within Private Client or related advisory environments.
• Deep understanding of wealth transfer planning, estate and gift taxation, trust and fiduciary matters, family office operations, business succession planning, and family enterprise governance.
• Experience building relationships with centers of influence, referral networks, and executive‑level decision makers.
• Strong problem‑solving, critical thinking, and thought‑leadership skills.
• Strong understanding of emerging technologies and digital solutions supporting client service delivery and business development.
• Ability to work independently under a defined directive with minimal day‑to‑day supervision.
• Excellent written and verbal communication skills.
• Ability to travel up to 50% as needed.

Compensation and Benefits

Pay range varies by location. In Miami, Florida, the base salary ranges from $155,800 to $233,320. In San Francisco, California, the base salary ranges from $191,800 to $303,310. Baker Tilly offers a comprehensive compensation and benefits package that may include performance and sales‑based commissions.

EEO Statement

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, protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state, or local law.