- Full Time
- Los Angeles, Los Angeles County
- 232750-305490 USD / Year
Baker Tilly at a glance
bakertilly.fr- Founded 1963
- Employees 2200
SEC filings mentioning "Baker Tilly": 5,294 — search EDGAR
Baker Tilly
Director, Family Office Managed Services at Baker Tilly in Los Angeles, Los Angeles County leads a dedicated team that delivers comprehensive managed‑service solutions to high‑net‑worth families and their affiliated entities.
About the Role
This full‑time position partners with family office principals to design and oversee service models that streamline accounting, reporting, tax compliance, and operational support.
What You'll Do
- Direct the delivery of managed services including bookkeeping, financial statement preparation, cash management, and bill payment for family office clients.
- Develop and maintain strong client relationships, acting as the primary point of contact for strategic discussions and service escalations.
- Lead a multidisciplinary team of accountants, tax specialists, and operations analysts, ensuring adherence to firm quality standards and timely delivery.
- Identify opportunities to enhance service offerings through technology integration and process improvement initiatives.
- Monitor regulatory changes affecting private wealth entities and advise clients on compliance implications.
- Prepare performance metrics and business reviews for senior leadership and client stakeholders.
What We're Looking For
- Bachelor’s degree in accounting, finance, or a related field; CPA or equivalent credential preferred.
- Proven experience managing client service teams within wealth management, family office, or private client advisory environments.
- Deep knowledge of accounting principles, tax compliance, and financial reporting for high‑net‑worth individuals and entities.
- Strong leadership abilities with a track record of mentoring staff and fostering collaborative culture.
- Excellent communication skills suited to interacting with affluent families, trustees, and professional advisors.
- Proficiency with modern accounting platforms and familiarity with data automation tools.
- Ability to travel occasionally within the Los Angeles region to meet client needs.
About Baker Tilly
Baker Tilly is a national advisory firm that provides audit, tax, and consulting services to privately held businesses, individuals, and nonprofit organizations. With offices across major U.S. markets, the firm combines local insight with national resources to help clients achieve their financial goals.
How to Apply
To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.
To apply for this job please visit www.adzuna.com.
Explore Baker Tilly online
What people say about Baker Tilly
- The housing market is starting to crack – Sellers are cutting prices
- Starbucks claims $181M in revenue from unused gift cards (2022)
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- Not So Much ‘New York Poor’ as ‘Pittsburgh Rich’
Recent news
- Baker Tilly to acquire Anchin, move headquarters to New York City - Consulting.us
- Oncolytics Biotech (ONCY) replaces Ernst & Young with Baker Tilly as 2026 auditor - Stock Titan
- Baker Tilly to acquire accounting practice Anchin in US - International Accounting Bulletin
- It Appears Baker Tilly Bought a 103-Year-Old Firm Just to Get a Better Address - Going Concern
- Baker Tilly to Acquire Anchin, Move Headquarters to New York City - Inside Public Accounting
Aggregated from public discussions and news; opinions are the authors’ own.
Working in Los Angeles, Los Angeles County
Weather right now in Los Angeles, Los Angeles County: checking… · Local time: · Air quality: · Daylight: · UV index: · Wind:
Los Angeles, also known as L.A., is the most populous city in the U.S. state of California, and the commercial, financial, and cultural center of Southern California. With an estimated 3.87 million residents within the city limits as of 2025, it is the second-most populous city in the United States, behind New York City, and the largest city in the Western United States. The city has an ethnically and culturally diverse population, and it is the principal city of a metropolitan area of 12.9 million people (2024). Greater Los Angeles, a combined statistical area that includes the Los Angeles an
California is a U.S. state in the Western United States that lies on the Pacific Coast. It borders Oregon to the north, and Nevada and Arizona to the east; it also shares an international border with the Mexican state of Baja California to the south. With over 39 million residents across an area of 163,696 square miles (423,970 km2), it is the largest U.S. state by population and third-largest by
Recent seismic activity: 1 earthquake (M4.5+) within 200km in the last 6 months — largest M4.9 near 20 km NNE of Indio, CA. via USGS
- Elevation 105m (344 ft)
Source: Wikipedia (state)
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