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 advisory, tax, and assurance firms in the country? Would you like the opportunity to lead a highly dynamic team focused on delivering exceptional client service to ultra-high-net-worth individuals, families, family offices, and their related entities?

If yes, consider joining Baker Tilly (BT) as a Family Office Senior Manager!

Our Family Office practice provides accounting, financial reporting, bill pay, cash management, partnership accounting, and advisory services to ultra-high-net-worth individuals and families. We serve as trusted advisors, helping clients navigate complex financial affairs, preserve wealth across generations, and achieve their personal and business objectives.

As a Family Office Senior Manager, you will serve as a strategic advisor to clients while leading multiple client engagements, developing team members, driving operational excellence, and contributing to the growth and success of the practice. You will work alongside tax professionals, wealth advisors, attorneys, investment professionals, and other outside advisors to deliver a seamless client experience.

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

You will enjoy this role if you have:

• An extensive and diverse accounting and advisory background, including partnership, investment entity, and family office accounting
• Strong client service skills and experience serving as a trusted advisor to executives, business owners, and ultra-high-net-worth families
• The ability to manage multiple client engagements simultaneously while maintaining exceptional quality and responsiveness
• Outstanding organizational, project management, and leadership skills
• Excellent verbal and written communication skills
• The ability to anticipate client needs and proactively solve complex business and financial issues
• Experience developing, mentoring, and coaching managers and staff
• A continuous improvement mindset with a passion for enhancing processes and service delivery
• Strong business acumen and the ability to identify growth opportunities within client relationships
• The ability to thrive in a fast-paced, dynamic, and entrepreneurial environment

What you will do:

Client Service & Engagement Leadership

• Serve as the primary relationship leader and trusted advisor for multiple family office clients
• Oversee multiple client engagements and ensure overall quality, consistency, efficiency, and client satisfaction
• Manage engagement scope, budgets, profitability, and resource allocation
• Develop strategic insights and recommendations based on client objectives, financial results, and changing economic conditions
• Lead coordination with tax advisors, attorneys, wealth managers, investment advisors, and other external professionals
• Serve as an escalation point for complex client, accounting, operational, and service issues
• Drive client retention and enhance the overall client experience
• Identify opportunities to expand services and deepen client relationships

Accounting & Financial Oversight

• Review and approve complex financial statements, management reports, reconciliations, and accounting analyses
• Oversee month-end and year-end close processes for clients and related entities
• Ensure compliance with accounting and firm quality standards
• Provide technical accounting guidance and resolve complex accounting issues
• Review journal entries, account reconciliations, cash activity, and financial reporting deliverables
• Oversee bill pay, cash management, payroll, and other family office operational activities as needed
• Anticipate the impact of regulatory, tax, and business changes on client financial operations

Leadership & Talent Development

• Lead, mentor, and develop Managers, Experienced Managers, and staff across multiple client teams
• Conduct performance coaching, provide timely feedback, and support career development planning
• Foster an inclusive, collaborative, and high-performing team culture
• Coordinate with Resource Management to optimize staffing and engagement performance
• Promote continuous learning, knowledge sharing, and leadership development
• Ensure work is assigned at the appropriate level and aligned with team member development goals

Practice Management

• Oversee engagement financial performance, pricing, realization, and collections
• Manage risk across engagements and ensure compliance with firm policies and professional standards
• Drive standardization, efficiency, and process improvement initiatives across the Family Office practice
• Optimize operational performance and resource utilization
• Monitor engagement metrics and proactively address staffing and capacity challenges
• Collaborate across service lines to deliver integrated client solutions

Business Development & Growth

• Participate in business development strategy and execution activities
• Build and maintain a strong external network and market presence
• Identify opportunities to generate additional revenue and expand existing client relationships
• Support proposal development, presentations, and prospect meetings
• Contribute to strategic initiatives that drive growth and innovation within the Family Office practice

Successful candidates will have:

• Bachelor’s degree in Accounting, Finance, Business, or related field
• CPA license preferred
• 8+ years of progressive accounting, family office, client accounting services, or related experience
• 4+ years of experience managing client engagements within a professional services environment
• Demonstrated experience leading, mentoring, and developing multiple team members
• Strong understanding of GAAP, financial statement preparation, and complex accounting transactions
• Experience working with ultra-high-net-worth individuals, family offices, partnerships, trusts, and investment entities preferred
• Experience with QuickBooks, Sage Intacct, NetSuite, and other cloud-based accounting platforms
• Advanced proficiency in Microsoft Excel and Microsoft Office applications
• Strong project management, client relationship, and organizational skills
• Proven ability to manage multiple priorities and deadlines effectively
• Excellent problem-solving, analytical, and decision-making skills
• Strong business development mindset and ability to identify growth opportunities
• Ability to maintain the highest level of confidentiality and professionalism
• Demonstrated executive presence, intellectual curiosity, collaboration, emotional intelligence, and results orientation

The pay rate range for this job position is $135,000 to $195,350. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

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