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 • Strong 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