Audit Manager – NorCal Financial Services

Baker Tilly•San Francisco, CA

16h•Hybrid

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. Now in their second year as a combined firm with Moss Adams, Baker Tilly is the #6 public accounting firm in the country, serving middle-market clients nationwide. This Audit Manager position is within the Financial Services space, focusing on delivering industry-focused audit and other assurance services. The role involves acting as a valued business advisor, working with firm leadership to serve clients and build the business, and mentoring talented staff. Baker Tilly emphasizes upward career trajectory, flexibility in work location, and meaningful relationships. The ideal candidate enjoys building a career in financial services, acting as a trusted business advisor, and working for a firm that values employee development and transparency.

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 Assurance work with the Financial Services industry in either Mortgage Banking or Financial Institutions/Banking is 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.