Job Description: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.
QUALIFICATIONS:Education:- Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
- CPA required.
The pay ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
In New York, NY: pay rate range is $87,900 to $212,300
In Uniondale, NY: pay rate range is $84,400 to $203,800
In Iselin, NJ: pay rate range is $80,900 to $195,400
