Managing Director, Family Office Services (South Florida)

Baker Tilly International; Miami (FL); On-site; USD 182,000 - 345,000; Full time

Job summary

Baker Tilly International is seeking a dynamic Managing Director for Family Office Services to lead growth in South Florida. You will originate new client relationships, oversee complex family office engagements, and collaborate with tax, advisory, and audit teams to deliver integrated solutions.

We value deep UHNW experience, strong leadership, and a proven track record of expanding revenue. This role reports to regional Family Office leadership and offers a national platform with local market

Qualifications

• 12+ years of progressively responsible experience in family office services or related professional services.
• Proven ability to originate, develop, and expand significant client relationships.
• Strong understanding of family office financial operations, governance, and investment accounting.

Responsibilities

• Lead strategic growth and market expansion for Family Office Services in South Florida.
• Originate new client relationships with UHNW families and family offices.
• Oversee client engagements, deliver coordinated advisory solutions, and manage profitability.

Skills

Business development

Relationship management

Leadership

Strategic planning

Executive presence

Education

Bachelor's degree in Accounting, Finance, Business, or related discipline

CPA designation

MBA or JD or other advanced credentials

Tools

QuickBooks Online

Sage Intacct

Job description

Baker Tilly International is seeking a dynamic Managing Director for Family Office Services to lead growth in South Florida. You will originate new client relationships, oversee complex family office engagements, and collaborate with tax, advisory, and audit teams to deliver integrated solutions.

We value deep UHNW experience, strong leadership, and a proven track record of expanding revenue. This role reports to regional Family Office leadership and offers a national platform with local market