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Managing Director, Family Office Services
Baker Tilly US. Lead strategic growth and business development for Family Office Services throughout South Florida, including Miami-Dade, Broward, and Palm Beach counties .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in family office services, financial operations, and client relationship management, with a strong focus on business development and strategic growth in the South Florida market. Proven ability to lead multidisciplinary teams and deliver integrated solutions for ultra-high-net-worth individuals and families.
Highest-signal resume keywords
Family Office ServicesClient Relationship ManagementBusiness DevelopmentFinancial ReportingCPA Designation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial OperationsPartnership AccountingInvestment-Related AccountingGovernanceInternal ControlsComplex Entity StructuresClient Engagement LeadershipMultidisciplinary Team LeadershipRevenue Growth StrategyMarket Penetration
Soft Skills
Exceptional CommunicationLeadershipRelationship ManagementCommercial AcumenExecutive Presence
Tools & Technologies
QuickBooks OnlineSage IntacctFamily Office Accounting Technology
Certifications & Qualifications
CPA DesignationJDMBA
Industry Keywords
Ultra-High-Net-Worth IndividualsFamily OfficesProfessional AccountingFinancial AdvisoryCross-Border Financial StructuresMultigenerational WealthEstate PlanningInvestment ProfessionalsPrivate BankersWealth Advisors
About the role
Key responsibilities & impact- Lead strategic growth and business development for Family Office Services throughout South Florida, including Miami-Dade, Broward, and Palm Beach counties
- Originate new client relationships and expand existing engagements with ultra-high-net-worth individuals, families, family offices, and related entities
- Leverage networks of attorneys, private bankers, wealth advisors, investment professionals, family office executives, and other centers of influence to generate business opportunities
- Develop and execute a strategic business development plan focused on revenue growth, referral relationships, and market penetration
- Represent Baker Tilly at industry events, professional associations, and executive networking opportunities
- Collaborate with tax, advisory, and other service lines to identify integrated client solutions
- Serve as a trusted advisor to sophisticated families and family office executives
- Lead and expand long-term client relationships through proactive advice and coordinated solution delivery
- Advise clients on family office operations, financial reporting, governance, internal controls, and best practices
- Coordinate with internal specialists and external advisors on complex financial, investment, estate planning, and multigenerational wealth matters
- Provide executive leadership and oversight of client engagements
- Lead and mentor professionals and foster professional development
- Oversee engagement performance, resource planning, and profitability
- Collaborate with regional and national Family Office leadership to advance practice strategy and service capabilities
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance, Business, or a related discipline
- 12+ years of progressively responsible experience in family office services, professional accounting, financial advisory, or related professional services
- Demonstrated experience serving ultra-high-net-worth individuals, families, family offices, and complex privately held entities
- Proven track record of personally originating, developing, and expanding significant client relationships
- Established professional relationships within the South Florida market, particularly among attorneys, private bankers, wealth advisors, investment professionals, and family office executives
- Strong understanding of family office financial operations, complex entity structures, partnership accounting, financial reporting, and investment-related accounting
- Demonstrated ability to lead sophisticated client engagements and multidisciplinary professional teams
- Strong commercial acumen and executive presence
- Exceptional communication, leadership, relationship management, and business development skills
- CPA designation; JD, MBA, or other relevant advanced credentials preferred
- Public accounting or professional services leadership experience preferred
- Experience with single-family offices, multifamily offices, and complex multigenerational wealth structures preferred
- Experience with international families, cross-border financial structures, or globally diversified investments preferred
- Familiarity with family office accounting and reporting technology, including QuickBooks Online, Sage Intacct, or comparable platforms preferred
- Experience collaborating with tax, estate planning, investment, and other specialized advisory professionals preferred
Benefits
Comp & perks- Flexibility
- Professional growth opportunities
- Collaborative environment
- Resources of a national organization
- Opportunity to build meaningful client relationships and collaborate with accomplished professionals across multiple disciplines