Join Baker Tilly as a Director in the Wealth and Family Office practice in Toronto. This pivotal CPA role focuses on steering financial strategies for high-net-worth families with a hands-on advisory approach.As a senior relationship leader, you will provide comprehensive financial advice and coordinate multi-faceted strategies for clients navigating complex life events. This role emphasizes both client engagement and robust business development, requiring an established network and a dedication to personalized service.Key Responsibilities:• Lead advisory for HNW and UHNW client families• Orchestrate integrated financial and tax strategies• Cultivate a personal client base for sustainable growth• Mentor junior team members and promote best practices• Participate in thought leadership events and forumsRequirements:• CPA designation in Ontario is essential• 10+ years in relevant advisory services• Demonstrable success with business owners and estate planning• In-depth knowledge of private client tax planning• Strong ability to network within GTAMaximize client advisory impact while advancing your career at Baker Tilly.#J-18808-Ljbffr
Director Of Family Office Advisory (Cpa)
BAKER TILLY CANADA COOPERATIVE
toronto, toronto
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