Managing Director, Family Office Managed Services
Baker Tilly
Auditing and Tax Consulting
Frisco, TX - USA
CxO, CEO of a small or medium sized company
Experteer Overview
In this role, you lead and grow Baker Tilly’s Family Office practice in the Dallas market, delivering integrated accounting and advisory services to ultra-high-net-worth individuals, families, and offices. You will manage complex client engagements, build long-term trusted relationships, and drive strategic growth across service lines. You’ll leverage your network with attorneys, private bankers, and wealth professionals to expand client engagements. This opportunity offers leadership, cross-functional collaboration, and meaningful impact in a fast-growing advisory firm.
Compensation / Benefits
- exceptional career growth
- flexibility in how and where you work
- competitive compensation
- opportunity to build meaningful client relationships
- cross-service-line collaboration
- involvement with leadership and strategic partnerships
Responsibilities
- Lead and manage complex client engagements for ultra-high-net-worth clients
- Ensure exceptional service delivery and maintain long-term trusted advisor relationships
- Drive strategic growth of the Family Office practice in the Dallas market
- Cultivate and expand a portfolio of key client relationships
- Identify new business opportunities and expand existing engagements
- Represent Baker Tilly in the Dallas business community and with centers of influence
- Collaborate across service lines to deliver integrated solutions
- Develop and maintain an executive presence with clients and stakeholders
Key requirements
- Twelve (12)+ years of progressively responsible experience in professional accounting, advisory, or family office services
- Bachelor's degree in Business, Accounting, Finance, or related field
- CPA preferred; JD or MBA encouraged
- Strong GAAP technical expertise; experience with partnership structures and fund management companies
- Experience with QuickBooks Online, Sage Intacct, and other Family Office-centric software
- Proven business development and client relationship growth experience
- Established professional network in Dallas-Fort Worth with attorneys, private bankers, wealth advisors, and family office leaders
- Strong leadership, project management, and client service skills
- Excellent communication, presentation, and relationship management abilities
- Executive presence and ability to influence internal and external stakeholders
- Tax experience or exposure preferred
Description
In this role, you lead and grow Baker Tilly’s Family Office practice in the Dallas market, delivering integrated accounting and advisory ser…
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