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Director of Family Office Advisory (CPA)
Baker Tilly Canada Cooperative
π
toronto, Canada
Location
toronto
Posted
June 19, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
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 ...
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 ...