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Director of Family Office Advisory (CPA)

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Baker Tilly Canada Cooperative
πŸ“ toronto, Canada
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Location toronto
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Posted June 19, 2026
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Commute Local Area
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Job Description

Join Baker Tilly as a Director in the Wealth and Family Office practice in Toronto. This pivotal CPA role focuses on steering financial strategies for high-net-worth families with a hands-on advisory approach.

As a senior relationship leader, you will provide comprehensive financial advice and coordinate multi-faceted strategies for clients navigating complex life events. This role emphasizes both client engagement and robust business development, requiring an established network and a dedication to personalized service.

Key Responsibilities: β€’ Lead advisory for HNW and UHNW client families β€’ Orchestrate integrated financial and tax strategies β€’ Cultivate a personal client base for sustainable growth β€’ Mentor junior team members and promote best practices β€’ Participate in thought leadership events and forums

Requirements: β€’ CPA designation in Ontario is essential β€’ 10+ years in relevant advisory services β€’ Demonstrable success with business owners and estate ...

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πŸ“ Location Details

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City
toronto
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Country
Canada
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Commute
Local Area

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