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
- Robust 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.

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