Sr. Manager, Family Office

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

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.

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.

Responsibilities

Job Description

• 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.

Qualifications

Education

• Bachelor’s degree (BA/BS) in Accounting, Finance, or a 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. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.

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