Director, Wealth and Family Office (CPA)

Baker Tilly

1 day ago

Toronto, Ontario

Hybrid

Full Time

Director

0 applicants

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About this role

A Director, Wealth and Family Office Advisory at Baker Tilly serves as a senior relationship leader and trusted advisor for high net worth families, providing integrated financial and tax planning solutions while growing a personal book of business.

Skills

Qualifications

CPA designation (Ontario)10+ years of progressive experienceDemonstrated experience advising HNW/UHNW familiesStrong working knowledge of Canadian private client tax planning conceptsProven ability to originate, grow, and sustain client relationships

About Baker Tilly

bakertilly.com

Baker Tilly is a leading advisory, tax, and assurance firm that provides clients a coast-to-coast U.S. footprint and a global presence in major financial centers including New York, London, San Francisco, Seattle, Los Angeles, Chicago and Boston. The firm delivers advisory, tax and assurance services to help organizations manage risk, improve performance, and pursue growth. Baker Tilly combines deep local market knowledge with global resources and technical expertise to advise public and private clients across industries.