Summary As a Director in our Wealth and Family Office practice, you will serve as the primary relationship holder and financial quarterback for a portfolio of complex family relationships. You will own client engagements end-to-end, coordinate integrated advisory solutions across tax and specialist teams, and actively grow a personal book of business through a solid professional network. This role is ideal for a senior CPA who enjoys deep client relationships, commercial accountability, and long-term advisory impact, with clear runway toward executive visibility and partnership.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. Build, manage, and grow a personal book of business with clear revenue milestones.

Originate new relationships through a strong GTA‑based network of lawyers, private bankers, investment advisors, trustees, and other centres of influence.

Integrated

Advisory & Tax Oversight Provide oversight and strategic input across personal, corporate, and trust tax planning engagements in coordination with the firm’s tax group. Translate complex tax and structuring issues into practical, client‑ready advice. In collaboration with the firm’s in‑house tax group and financial planners, ensure alignment between tax strategy, financial planning, and each family’s long‑term objectives.

Operating businesses and complex corporate structures Significant real estate holdings (commercial, residential, mixed‑use) Mentor and develop Managers and Senior Managers within client teams.



Contribute to best practices for UHNW relationship management and family office delivery. Support practice development initiatives, internal capability building, and quality standards. 10+ years of progressive experience in public accounting, family office, or private client advisory. ~ Demonstrated experience advising HNW/UHNW families—particularly business owners and real estate‑focused clients. ~ Strong working knowledge of Canadian private client tax planning concepts. ~ Established professional network within the Greater Toronto Area. ~ A commercial mindset balanced with long‑term advisory integrity.

Competitive total compensation package including extended health care, dental, and group life benefits Annual bonus program Hybrid workdays Parental leave top‑up program to support growing families Generous vacation (4 weeks annually) Personal days Health and wellness spending account Convenient access to virtual healthcare, including online physician consultations when you need it Fully stocked kitchen with snacks, coffee and seasonal treats Smart casual dress code (client/day specific) Regular team events and social activities throughout the year Monthly reimbursement for your smart phone fees Overtime meal and parking reimbursements Baker Tilly is an equal opportunity employer and does not discriminate in employment on the basis of race, colour, religion, sex (including gender identity), national origin, political affiliation, parental status, marital status, sexual orientation, disability, age, or other non‑merit factors. Accommodation is available to all applicants upon request throughout our recruitment and selection process.

Baker

Tilly WM LLP is a member of Baker Tilly Canada Cooperative, which is a member of the global network of Baker Tilly International Limited. All members of Baker Tilly Canada Cooperative and Baker Tilly International Limited are separate and independent legal entities. #

📌 Director, Wealth And Family Office (Toronto)
🏢 Baker Tilly Canada
📍 Toronto