Director, Family Office Growth & Advisory

Baker Tilly International; Los Angeles (CA); On-site; USD 232,750 - 305,490; Full time

Benefits offered by this job

Flexibility in work location

Comprehensive compensation and benefits package

Job summary

Baker Tilly International in Los Angeles is seeking a Director for their Family Office Managed Services. You will oversee client relationship management, offering services such as accounting and advisory to ultra-high-net-worth individuals and family offices.

The ideal candidate will bring extensive experience in driving business development and managing complex client engagements, ensuring exceptional service delivery.

The role offers opportunities for career growth in one of the fastest growing consulting firms in the country.

Qualifications

• 12+ years experience in accounting, advisory, or family office services.
• Proven ability to drive business development and manage client relationships.
• Strong network within the private wealth and family office community.

Responsibilities

• Lead and manage multiple family office client engagements.
• Develop relationships with ultra-high-net-worth individuals and family offices.
• Drive business development activities including networking and referrals.

Skills

Business development

Leadership

Accounting principles

Project management

Public accounting experience

Education

Bachelor’s degree in Business, Accounting, Finance

CPA, JD and/or MBA preferred

Tools

QuickBooks Online (QBO)

Sage Intacct

Job description

Baker Tilly International in Los Angeles is seeking a Director for their Family Office Managed Services. You will oversee client relationship management, offering services such as accounting and advisory to ultra-high-net-worth individuals and family offices.

The ideal candidate will bring extensive experience in driving business development and managing complex client engagements, ensuring exceptional service delivery.

The role offers opportunities for career growth in one of the fastest growing consulting firms in the country.