Audit Manager- Asset Management

Baker Tilly•Chicago, IL

1d•Hybrid

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. This role is for an Audit Manager working with their financial services team, specifically focusing on the asset management industry. The position involves delivering industry-focused audit and other assurance services to middle market clients, acting as a valued business advisor. The Audit Manager will work with firm leadership to serve clients and build the business, mentor and coach staff, and contribute to the firm's success. Baker Tilly emphasizes upward career trajectory, flexibility, and meaningful relationships. The role is ideal for someone looking to build a career in a specific industry, become an industry expert, and serve as a trusted business advisor. The firm is described as a leading CPA advisory firm serving middle market clients with transparent owners who prioritize clients' and employees' best interests. The company culture values employee development, autonomy, and structured programs for career growth. The Audit Manager will be a trusted member of the engagement team, providing assurance and consulting services, impacting clients' financial statements, profitability, and business operations. This includes proactive client engagement, implementing testing for internal controls, managing fieldwork, providing financial statement guidance and business recommendations, assisting with client engagement staffing, billings/collections, and ensuring client profitability. The role also involves utilizing entrepreneurial skills for networking, building relationships, and investing in professional development. Supporting the growth and development of team members through the Baker Tilly Care and Teach philosophy is also a key aspect of the role.

Requirements

4-year degree
CPA
Five (5) years of experience
Eligibility to work in the U.S. without sponsorship preferred

Nice To Haves

Five (5)+ years’ experience providing financial statement auditing services in a professional services firm
Two (2)+ years’ of supervisory experience, mentoring and counseling associates
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
Asset management experience with fund experience and broker dealer preferred
Experience with level III valuations
Strong technical audit and accounting foundation
Ability to travel as needed

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.