Asset Management Audit Senior Associate — Hybrid

Baker Tilly Advisory Group, LP; Walnut Creek (CA); Hybrid; USD 67,000 - 129,000; Full time

Job summary

Baker Tilly in Northern California is seeking an Audit Senior Associate to join the Asset Management Broker Dealer practice. You will lead audit engagements for middle-market clients, plan and supervise testing, and deliver quality assurance services with a focus on industry-specific insights.

The role offers hybrid work, opportunities for mentorship, and career growth within a leading CPA advisory firm that values client service, teamwork, and professional development.

Qualifications

• 4-year degree required; CPA exam eligibility preferred.
• 3 years of audit/assurance experience.
• Prior audit/assurance in asset management, broker dealer space preferred.
• Strong leadership and communication skills.
• Proficiency with Microsoft Office.

Responsibilities

• Plan and supervise audit engagement activities.
• Review and perform substantive testing of balances and income statements.
• Assess deficiencies in internal controls and recommend improvements.
• Engage with clients to gather needed information throughout the year.
• Mentor and develop junior staff.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Microsoft Office

Education

4-year degree

CPA eligibility or pursuing CPA

Tools

Microsoft Office Suite

Job description

Baker Tilly in Northern California is seeking an Audit Senior Associate to join the Asset Management Broker Dealer practice. You will lead audit engagements for middle-market clients, plan and supervise testing, and deliver quality assurance services with a focus on industry-specific insights.

The role offers hybrid work, opportunities for mentorship, and career growth within a leading CPA advisory firm that values client service, teamwork, and professional development.