Business Development Director at Baker Tilly

Compensation

$155,800 – $233,320/yr

Setup: Hybrid
Location: Miami, Florida · San Francisco, California
Type: Full-time

Description

Baker Tilly is seeking a Business Development Director to accelerate growth in their Tax, Assurance, and Advisory practices. The director will focus on identifying and developing new business opportunities within the Private Client sector, particularly in the assigned territory. Key responsibilities include building and expanding client relationships, shaping go-to-market strategies, and driving market-focused growth initiatives. The role requires a strong understanding of tax planning, estate and trust matters, and the evolving needs of affluent individuals and families.

Required Skills

Tax Planning
Estate and Trust Matters
Succession Planning
Family Office Operations
Business Transition Strategies
Regulatory Considerations
Wealth Transfer Planning
Gift Taxation
Trust and Fiduciary Matters
Family Enterprise Governance
Problem-Solving
Critical Thinking
Thought Leadership
Emerging Technologies
Digital Solutions
Relationship Management
Account Planning
Key Account Research

Additional Information

Required Previous Experiences: 10+ years of experience in Private Client, Family Office, Trust and Estate, Wealth Management, Private Company Advisory, Tax Advisory, or related industries, or in professional services supporting these sectors (e.g., accounting, law, tax advisory, family office advisory, or consulting)
Minimum of 10 years of experience selling or delivering tax, assurance, and/or consulting services within Private Client, Family Office, Wealth Management, Trust and Estate, or related advisory environments
Preferred Qualifications: Demonstrated understanding of wealth transfer planning, estate and gift taxation, trust and fiduciary matters, family office operations, business succession planning, family enterprise governance, and the complex advisory needs of affluent individuals and families.
Experience building relationships with centers of influence, referral networks, and executive-level decision-makers within the Private Client ecosystem.
Strong understanding of emerging technologies and digital solutions supporting client service delivery, relationship management, and business development.
Ability to work under a defined and planned directive with minimal direct day-to-day supervision for implementation.
Strong written and verbal communication skills.