Audit Manager - NorCal Asset Management Broker Dealer practice
About The Position
Baker Tilly is a leading advisory, tax and assurance firm. Now in its 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 role is for an Audit Manager in the NorCal Asset Management Broker Dealer practice. It offers the opportunity to focus on building skills within the Asset Management industry, become an expert for clients, and grow with a top firm. The position is strategic, involving delivering industry-focused audit and assurance services to middle-market clients. The Audit Manager will work with firm leadership to serve clients and build the business, acting as a mentor and coach to staff. The firm emphasizes upward career trajectory, flexibility in work location and schedule, and meaningful relationships. The ideal candidate is looking to build a career in the Asset Management Broker Dealer space, serve as a trusted business advisor, and work for a transparent, client- and employee-focused CPA advisory firm. The role values professional development and offers autonomy in managing one's schedule and career through structured programs like 'My Time Off', 'My Development', and 'Dress for Your Day'.
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 engage with clients throughout the year to understand business goals and challenges.
- Implement appropriate testing to assess deficiencies of internal controls and make recommendations for improvement.
- Manage all fieldwork to ensure quality service and timely delivery of results.
- Play an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gathered.
- Deliver business insight through thoughtful review, analysis, and discussion.
- Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met.
- Utilize entrepreneurial skills to network and build strong relationships internally and externally with clients and the community.
- Invest in 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.
Benefits
- Life at Baker Tilly
- Comprehensive compensation and benefits package
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What This Job Offers
Job Type
Full-time
Career Level
Manager
