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Director of Family Office Advisory (CPA)

Student-Friendly Entry-Level
Company

Baker Tilly Canada Cooperative

Location

toronto, Canada

Posted

June 04, 2026

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About This Opportunity

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 forums

Requirements: • CPA designation in Ontario is essential • 10+ years in relevant advisory services • Demonstrable success with business owners and estate ...