Asset Management Audit Manager - Hybrid

Baker Tilly Advisory Group, LP; Redwood City (CA); Hybrid; USD 113,000 - 173,000; Full time

Job summary

Baker Tilly Advisory Group, LP in NorCal seeks an Audit Manager in the Asset Management Broker Dealer practice to lead client engagements and deliver industry-focused assurance services. You will partner with firm leadership to grow the business and mentor a talented staff in a fast-growing, mid-market environment.

The role requires a CPA, 5+ years of auditing experience, supervisory capabilities, and strong Microsoft Office skills.

Qualifications

• 4-year degree required
• Master's or advanced degree preferred
• CPA required
• Five (5) years of experience providing auditing/assurance services required
• 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
• 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

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 through:
• 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

Skills

Leadership

Analytical

Project management

Communication

Client service

Education

Bachelor's degree

CPA license

Master's degree preferred

Tools

Microsoft Office

Job description

Baker Tilly Advisory Group, LP in NorCal seeks an Audit Manager in the Asset Management Broker Dealer practice to lead client engagements and deliver industry-focused assurance services. You will partner with firm leadership to grow the business and mentor a talented staff in a fast-growing, mid-market environment.

The role requires a CPA, 5+ years of auditing experience, supervisory capabilities, and strong Microsoft Office skills.