Director, Family Office Managed Services

Baker Tilly US

. Lead and manage multiple family office client engagements, ensuring exceptional client service and timely delivery .

Posted 9/29/2026full-timeLos Angeles • California • United StatesLead💰 $232,750 - $305,490 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing family office client engagements, with a strong focus on business development, client relationship management, and advanced accounting principles. Proven ability to mentor teams and collaborate with professionals to deliver integrated solutions for ultra-high-net-worth individuals.

Highest-signal resume keywords

Business DevelopmentClient Relationship ManagementAdvanced Accounting PrinciplesProject ManagementTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting PrinciplesGAAPFund AccountingManagement Company AccountingPartnership AccountingBusiness DevelopmentClient EngagementRisk ManagementFinancial ReportingFamily Office Operations

Soft Skills

CommunicationLeadershipCollaborationMentoringNetworking

Tools & Technologies

MS OfficeQuickBooks OnlineSage Intacct

Certifications & Qualifications

CPAJDMBA

Industry Keywords

Family OfficeUltra-High-Net-WorthPrivate WealthAdvisory ServicesPublic AccountingTax Experience

About the role

Key responsibilities & impact

Lead and manage multiple family office client engagements, ensuring exceptional client service and timely delivery
Develop and maintain relationships with ultra-high-net-worth individuals, family offices, and trusted advisors
Leverage an established private wealth network to identify and cultivate new business opportunities
Drive business development activities, including networking, referral generation, and cross-selling firm services
Advise clients on family office operations, accounting, reporting, and governance matters
Oversee engagement planning, staffing, budgeting, and risk management
Mentor and develop team members while fostering a collaborative, high-performing culture
Collaborate with tax, advisory, and wealth management professionals to deliver integrated client solutions

Requirements

What you’ll need

Bachelor’s degree in Business, Accounting, Finance, or related field
Twelve (12)+ years experience in accounting, advisory, or family office services
Strong network and established relationships within the private wealth, family office, and ultra-high-net-worth community
Proven ability to drive business development and manage client relationships at an executive level
Advanced knowledge of accounting principles related to classifying, recording, and summarizing financial data
Excellent understanding of Generally Accepted Accounting Principles (GAAP)
Strong background in fund, management company, and partnership accounting
Experience working with high-net-worth individuals and family office structures
Knowledge of MS Office, including Word, Excel, PowerPoint, and Outlook
Experience with QuickBooks Online (QBO) and/or Sage Intacct
Strong project management, communication, and leadership skills
CPA, JD and/or MBA preferred
Public accounting experience preferred
Tax experience/exposure preferred

Benefits

Comp & perks

Comprehensive compensation and benefits package
Upward career trajectory
Flexibility in how and where you get your work done
Meaningful relationships with clients, teammates, and leadership who truly care about your development