Shape financial futures as a Director of Wealth and Family Office at Baker Tilly in Toronto. This client-facing role seeks a senior CPA adept in advisory and tax strategy for affluent families. In this leadership position, you will act as the financial quarterback for high-net-worth and ultra-high-net-worth clients. You will need a blend of technical expertise and interpersonal skills to manage complex financial discussions and foster long-lasting relationships. Building a personal book of business through networking and business development will be essential. Key Responsibilities: Act as family advisor and relationship holder Integrate tax, accounting, and advisory services Lead new client pitches and proposals Manage ongoing advisory conversations Oversee tax and financial planning engagements Requirements: Minimum CPA designation in Ontario 10+ years of experience in public or private advisory Proven track record with affluent client demographics Strong GTA professional connections Ability to build trust with family members Enhance your professional growth at Baker Tilly while delivering expert guidance in wealth management. #J-18808-Ljbffr
Job Title
Wealth and Family Office Director Role