Audit Senior Manager - NorCal Financial Services

Baker Tilly•San Francisco, CA

2d•Hybrid

About The Position

Baker Tilly is a leading advisory, tax and assurance firm. Now that Baker Tilly and Moss Adams are in their second year as a combined firm (Baker Tilly), we're the #6 public accounting firm in the country and continuing to carve out our place as a premier mid-tier firm serving middle-market clients across the nation. This role is for an Audit Senior Manager focused on the Financial Services space in NorCal. This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

Requirements

4-year degree required
CPA required
Eight (8) years of experience providing auditing/assurance services in a professional services firm 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.
Eligibility to work in the U.S. without sponsorship preferred

Nice To Haves

Master's or advanced degree preferred
Experience in the financial services industry, particularly with financial institutions in capital markets/public companies, preferred
Five (5) 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.
Developing and 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.
Manage 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 the goal of acquiring new clients, projects, and revenue.
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.
Enjoy friendships, social activities and team outings that encourage a work-life balance.