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:
• Lead advisory for HNW and UHNW client families
• Orchestrate integrated financial and tax strategies
• Cultivate a personal client base for sustainable growth
• Mentor junior team members and promote best practices
• Participate in thought leadership events and forums
Requirements:
• CPA designation in Ontario is essential
• 10+ years in relevant advisory services
• Demonstrable success with business owners and e...