Director, Wealth and Family Office (CPA)

Overview

At Baker Tilly, our growing Wealth & Family Office practice serves High Net Worth (HNW) and Ultra High Net Worth (UHNW) families—primarily business owners, real estate families, and individuals navigating life events such as separation/divorce, death of a spouse, and liquidity events. We are seeking a Director, Wealth and Family Office Advisory (CPA) to act as a senior relationship leader, trusted advisor, and business builder within our GTA practice.

Primary Relationship Leadership

• Serve as the primary advisor and relationship owner for HNW and UHNW families.
• Act as the family’s financial quarterback—integrating tax, accounting, advisory, and external professional advice into a cohesive strategy.
• Lead discovery, planning, and ongoing advisory conversations across complex personal and corporate matters.

Business Development & Growth

• Build, manage,...