Senior Manager, Family Office
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Baker Tilly USCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial reporting, budgeting, and wealth administration while effectively managing relationships with multi-generational families. Proven ability to lead teams, mentor staff, and implement process improvements for enhanced operational efficiency.
Highest-signal resume keywords
Financial ReportingWealth AdministrationTeam LeadershipCPA CertificationBudgeting
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field
- CPA required
Benefits
Comp & perks- Compensation and benefits package to eligible employees
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 Statement PreparationCash Flow ManagementInvestment CoordinationAsset AllocationLong-Term Financial Planning
Soft Skills
Relationship ManagementMentoringCommunicationProblem Solving
Tools & Technologies
Financial Reporting SoftwareAccounting Software
Certifications & Qualifications
CPA
Industry Keywords
Family GovernanceSuccession PlanningConsolidated ReportingPhilanthropic ConsultingIntegrated Client Service