Step into a pivotal role as Director of High Net Worth Advisory Services with Baker Tilly, focusing on strategic financial solutions for affluent families in a hybrid work model. Engage deeply with clients while driving business growth.

This leadership position calls for a seasoned CPA with more than a decade of experience in public accounting or private client advisory. You will lead family relationships, orchestrating integrated financial strategies while expanding a personal book of business through an established network.

Key Responsibilities:
• Oversee client advisory for high-net-worth families
• Integrate diverse financial services into cohesive strategies
• Expand business through targeted networking and referrals




• Collaborate on tax planning and oversight with teams
• Mentor junior staff in family office best practices

Requirements:
• CPA (Ontario) required
• Minimum 10 years in family office or advisory roles
• Proven history with HNW/UHNW clientele
• Solid understanding of Canadian tax planning
• Excellent relationship building and networking skills

Leverage your extensive financial expertise in a rewarding environment at Baker Tilly, enhancing the financial success of your clients.
#J-18808-Ljbffr

📌 Director of High Net Worth Advisory Services (Ontario)
🏢 Baker Tilly Canada
📍 Ontario