Audit Senior Manager - NorCal Financial Services

Baker Tilly•Walnut Creek, CA

3d•$142,400 - $231,870•Hybrid

About The Position

Baker Tilly is seeking an Audit Senior Manager focused on the Financial Services space in NorCal. This role involves serving as a valued business advisor, delivering industry-focused audit and other assurance services to middle-market clients. The position offers the chance to work alongside firm leadership, build the business, and mentor talented staff. As one of the fastest-growing firms, Baker Tilly provides opportunities for career advancement, flexibility in work arrangements, and meaningful relationships. The role is ideal for someone looking to build a career in financial services, become an industry expert, and act as a trusted business advisor finding creative solutions to complex accounting and business challenges. The firm is a leading CPA advisory firm serving middle-market clients with transparent leadership that prioritizes both clients' and employees' best interests. The position emphasizes professional development, autonomy in managing one's schedule and career through structured programs like 'My Time Off,' 'My Development,' and 'Dress for Your Day,' and contributing to team growth through the 'Baker Tilly Care and Teach' philosophy. The role also encourages friendships, social activities, and team outings to promote work-life balance.

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.

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
Eligibility to work in the U.S. without sponsorship preferred

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.
Develop and 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.
Manage 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 the goal of acquiring new clients, projects, and revenue.
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.
Enjoy friendships, social activities and team outings that encourage a work-life balance.