Audit Manager - NorCal Asset Management Broker Dealer practice

Baker Tilly•San Jose, CA

3d•Hybrid

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. This role is for an Audit Manager in the NorCal Asset Management Broker Dealer practice. The firm is the #6 public accounting firm in the country and serves middle-market clients. This is a strategic growth role where the Audit Manager will be a valued business advisor delivering industry-focused audit and other assurance services. The role involves working with firm leadership to serve clients and build the business, mentoring and coaching staff, and developing their technical and professional skills. Baker Tilly offers upward career trajectory, flexibility in work location, and meaningful relationships. The firm emphasizes a "Care and Teach" philosophy for developing team members.

Requirements

4-year degree required
CPA required
Five (5) years of experience providing auditing/assurance services required
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred

Nice To Haves

Master's or advanced degree preferred
Experience with audit/assurance work with asset management, particularly in the broker dealer space, preferred
Two (2) years of supervisory experience, mentoring and counseling associates desired

Responsibilities

Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations.
Proactively engaging with your clients throughout the year to understand business goals and challenges.
Implementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvement.
Managing all fieldwork to ensure quality service and timely delivery of results.
Playing an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gathered.
Delivering business insight through thoughtful review, analysis, and discussion.
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
Invest in your professional development individually and through participation in firm wide learning and development programs.
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.