Senior Family Office & Wealth Strategy Lead

Baker Tilly Advisory Group, LP; New York (NY); On-site; USD 88,000 - 212,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Senior Family Office Accountant in New York to manage financial reporting, budgeting, and investment coordination for multi-generational families. You will lead a team handling accounting, cash flow, and consolidated reporting across entities, trusts, and investments.

The role partners with external advisors to deliver cohesive solutions, develop governance frameworks, oversee financial statements, and provide strategic insights on liquidity and

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• CPA required.
• The pay ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting.
• In New York, NY: pay rate range is $87,900 to $212,300
• In Uniondale, NY: pay rate range is $84,400 to $203,800
• In Iselin, NJ: pay rate range is $80,900 to $195,400

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 longterm 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 related field

Job description

Baker Tilly Advisory Group, LP is seeking a Senior Family Office Accountant in New York to manage financial reporting, budgeting, and investment coordination for multi-generational families. You will lead a team handling accounting, cash flow, and consolidated reporting across entities, trusts, and investments.

The role partners with external advisors to deliver cohesive solutions, develop governance frameworks, oversee financial statements, and provide strategic insights on liquidity and