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 setting at Baker Tilly, enhancing the financial success of your clients.

📌 Director Of High Net Worth Advisory Services Toronto
🏢 Baker Tilly Canada
📍 Toronto