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 practicesRequirements:- 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 skillsLeverage 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 (Toronto)
🏢 Baker Tilly
📍 Toronto