Managing Director, Family Office Services

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

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 bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (search firm) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

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.

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 ultra-high-net-worth individuals, families, family offices, and related entities.
• Leverage an established network of attorneys, private bankers, wealth advisors, investment professionals, family office executives, and other centers of influence to generate new business opportunities.
• Develop and execute a strategic business development plan focused on sustainable revenue growth, referral relationships, and market penetration.
• Represent Baker Tilly at relevant industry events, professional associations, and executive networking opportunities.
• Collaborate with Baker Tilly's tax, advisory, and other service lines to identify opportunities for integrated client solutions.

Client Relationship Leadership

• Serve as a trusted advisor to sophisticated families and family office executives, developing a deep understanding of their financial, operational, and strategic objectives.
• Lead and expand long-term client relationships through proactive advice, exceptional service, and coordinated delivery of solutions.
• Advise clients on family office operations, financial reporting, governance, internal controls, and best practices.
• Coordinate with internal specialists and external advisors on complex financial, investment, estate planning, and multigenerational wealth matters.

Practice and Team Leadership

• Provide executive leadership and oversight of client engagements, ensuring exceptional service quality, technical excellence, and client satisfaction.
• Lead and mentor professionals, fostering a culture of accountability, collaboration, and professional development.
• Oversee engagement performance, resource planning, and profitability.
• Collaborate with regional and national Family Office leadership to advance practice strategy, enhance service capabilities, and support continued growth.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, or a related discipline.
• 12+ years of progressively responsible experience in family office services, professional accounting, financial advisory, or related professional services.
• Demonstrated experience serving ultra-high-net-worth individuals, families, family offices, and complex privately held entities.
• Proven track record of personally originating, developing, and expanding significant client relationships.
• Established professional relationships within the South Florida market, particularly among attorneys, private bankers, wealth advisors, investment professionals, and family office executives.
• Strong understanding of family office financial operations, complex entity structures, partnership accounting, financial reporting, and investment-related accounting.
• Demonstrated ability to lead sophisticated client engagements and multidisciplinary professional teams.
• Strong commercial acumen, executive presence, and the ability to build trusted advisor relationships with sophisticated clients.
• Exceptional communication, leadership, relationship management, and business development skills.

Preferred

• Preferred CPA designation; JD, MBA, or other relevant advanced credentials.
• Public accounting or professional services leadership experience.
• Experience with single-family offices, multifamily offices, and complex multigenerational wealth structures.
• Experience with international families, cross-border financial structures, or globally diversified investments.
• Familiarity with family office accounting and reporting technology, including QuickBooks Online, Sage Intacct, or comparable platforms.
• Experience collaborating with tax, estate planning, investment, and other specialized advisory professionals.

Why Baker Tilly?

Baker Tilly offers the opportunity to join a growing, nationally recognized accounting and advisory firm with an entrepreneurial culture and a commitment to exceptional client service. As a Managing Director in Family Office Services, you will have the opportunity to build meaningful client relationships, collaborate with accomplished professionals across multiple disciplines, and play a significant role in expanding our presence in South Florida. We offer a collaborative environment, flexibility, professional growth opportunities, and the resources of a national organization to support your success.

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 bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. 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.