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Managing Director, Family Office Managed Services

Baker Tilly Advisory Group, LP

Frisco, Texas

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JOB DETAILS
SKILLS
Accounting, American Institute of Certified Public Accountants (AICPA), Applicant Tracking System, Bakery, Best Practices, Business Administration, Business Services, Cash Management, Certified Public Accountant (CPA), Consulting, Customer Relations, Customer Support/Service, Facebook, Finance, Financial Reporting, Fund Management, Generally Accepted Accounting Principles (GAAP), High Net Worth, Leadership, LinkedIn, Office Management, Professional Services, Public Accounting, Recruiting/Staffing Agency, Regulations, Sales Management, Sales Prospecting, Service Delivery, Technical Accounting
LOCATION
Frisco, Texas
POSTED
11 days ago
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 consulting and accounting firms in the country? Would you like the opportunity to join a highly dynamic team focused on providing exceptional client service in accounting and advisory?

If so, consider joining Baker Tilly as a Managing Director in our Family Office practice. Our Family Office team provides accounting and advisory services to ultra-high-net-worth individuals, families, family offices, and their related entities. Services range from partnership accounting, financial reporting, cash management, and bill payment to advising clients on complex intergenerational wealth strategies, governance, and best practices.

As one of the fastest growing firms in the nation, Baker Tilly offers exceptional career growth, flexibility in how and where you work, and the opportunity to build meaningful relationships with clients, teammates, and leadership who are invested in your success.

In addition to delivering outstanding client service, this leadership role is responsible for leading and managing complex client engagements, ensuring exceptional service delivery, maintaining long-term trusted advisor relationships, and driving strategic growth of the Family Office practice in the Dallas market.

The ideal candidate will have an established network of attorneys, private bankers, wealth advisors, investment professionals, family office executives, and other centers of influence throughout the Dallas-Fort Worth area. This individual will be responsible for managing a portfolio of key client relationships, identifying new business opportunities, expanding existing client engagements, representing Baker Tilly in the marketplace, and collaborating across service lines to deliver integrated solutions to clients.

Qualifications
  • Bachelor's degree in Business, Accounting, Finance, or a related field
  • CPA preferred; candidates with a JD or MBA are also encouraged to apply
  • Public accounting experience preferred
  • Twelve (12)+ years of progressively responsible experience in professional accounting, advisory, or family office services
  • Demonstrated success serving ultra-high-net-worth individuals, families, and family offices
  • Strong technical accounting expertise, including GAAP, with deep experience supporting partnership structures and fund management companies
  • Experience w

About the Company

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Baker Tilly Advisory Group, LP