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About the Role
Baker Tilly is a leading advisory, tax and assurance firm providing clients with a genuine coast-to-coast and global advantage. We are seeking a professional to act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
Responsibilities
- Act as the primary relationship manager for multi-generational families, overseeing financial reporting, budgeting, investment coordination, and wealth administration.
- Lead a team responsible for accounting, bill pay, cash flow management, and consolidated reporting across entities, trusts, and investments.
- Partner with external advisors, including investment managers, estate attorneys, insurance specialists, and philanthropic consultants, to deliver cohesive solutions.
- Develop and maintain family governance frameworks, including meeting facilitation, education of next-generation family members, and succession planning.
- Oversee and review the preparation of financial statements, management reports, and consolidated net worth statements.
- Provide strategic insights on asset allocation, liquidity, and long-term financial planning.
- Coordinate with the firm’s tax and advisory teams to ensure integrated client service delivery.
- Identify process improvements and implement technology solutions to enhance reporting and operational efficiency.
- Mentor, develop, and supervise team members to ensure consistent delivery and professional growth.
- Support business development initiatives and contribute to the continued growth of the Family Office practice.
Requirements
- Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
- CPA required.
Location
- New York, NY
- Uniondale, NY
- Iselin, NJ
Education Level
- Bachelor's degree
Salary/Compensations
- $87,900 to $212,300 (New York, NY)
- $84,400 to $203,800 (Uniondale, NY)
- $80,900 to $195,400 (Iselin, NJ)
Benefits
- Compensation and benefits package to eligible employees.
About the Company
- Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
- Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
- Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
- Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Equal Opportunity
- Baker Tilly is an equal opportunity/affirmative action employer.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.