Senior Family Office Leader — Wealth & Governance

Baker Tilly (US); Uniondale (NY); On-site; USD 84,000 - 204,000; Full time

Job summary

Baker Tilly is seeking a senior professional to act as the primary relationship manager for multi-generational families within its Family Office practice in Uniondale, NY. You will oversee financial reporting, budgeting, investment coordination, and wealth administration while leading a team across entities, trusts, and investments.

You will collaborate with external advisors and internal tax/advisory teams to deliver integrated client service, develop governance frameworks, and drive strategic

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA required.

Responsibilities

• Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
• Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments.
• Partner with external advisors, including investment managers, estate attorneys, insurance specialists, and philanthropic consultants, to deliver cohesive solutions.
• Develop and maintain family governance frameworks, including meeting facilitation, education of next-generation family members, and succession planning.
• Oversee and review the preparation of financial statements, management reports, and consolidated net worth statements.
• Provide strategic insights on asset allocation, liquidity, and long-term financial planning.
• Coordinate with the firm’s tax and advisory teams to ensure integrated client service delivery.
• Identify process improvements and implement technology solutions to enhance reporting and operational efficiency.
• Mentor, develop, and supervise team members to ensure consistent delivery and professional growth.
• Support business development initiatives and contribute to the continued growth of the Family Office practice.

Education

Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field

CPA

Job description

Baker Tilly is seeking a senior professional to act as the primary relationship manager for multi-generational families within its Family Office practice in Uniondale, NY. You will oversee financial reporting, budgeting, investment coordination, and wealth administration while leading a team across entities, trusts, and investments.

You will collaborate with external advisors and internal tax/advisory teams to deliver integrated client service, develop governance frameworks, and drive strategic