Director, Wealth and Family Office (CPA)

Overview At Baker Tilly, our growing Wealth & Family Office practice serves High Net Worth (HNW) and Ultra High Net Worth (UHNW) families—primarily business owners, real estate families, and individuals navigating life events such as separation/divorce, death of a spouse, and liquidity events. We are seeking a Director, Wealth and Family Office Advisory (CPA) to act as a senior relationship leader, trusted advisor, and business builder within our GTA practice.

Primary Relationship Leadership

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.

Business Development & Growth

Build, manage, and grow a personal book of business with clear revenue milestones.

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