Managing Director, Family Office Growth – South Florida

Baker Tilly Advisory Group, LP; Miami (FL); On-site; USD 240,000 - 320,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a dynamic Managing Director for Family Office Services in South Florida. You will lead strategic growth, nurture deep client relationships, and collaborate with cross-functional teams to deliver sophisticated advisory, accounting, and wealth-management services.

The role emphasizes leadership, business development, and thorough knowledge of family office operations, reporting, and governance.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, or a related discipline.
• 12+ years of progressive experience in family office services or related professional services.
• Proven ability to originate, develop, and expand significant client relationships.

Responsibilities

• Lead growth and market expansion for Family Office Services across South Florida.
• Develop long-term client relationships with UHNW individuals and family offices.
• Mentor teams, oversee engagements, and drive profitability and service quality.

Skills

Business development

Relationship management

Leadership

Executive presence

Communication

Client advisory

Strategic growth

Networking

Education

Bachelor's degree in Accounting/Finance/Business

CPA / JD / MBA or equivalent

Tools

QuickBooks Online

Sage Intacct

Financial platforms

Job description

Baker Tilly Advisory Group, LP is seeking a dynamic Managing Director for Family Office Services in South Florida. You will lead strategic growth, nurture deep client relationships, and collaborate with cross-functional teams to deliver sophisticated advisory, accounting, and wealth-management services.

The role emphasizes leadership, business development, and thorough knowledge of family office operations, reporting, and governance.