Asset Management Audit Senior — Hybrid & Growth Path

Baker Tilly Advisory Group, LP; San Jose (CA); Hybrid; USD 87,000 - 129,000; Full time

Benefits offered by this job

Hybrid work model

Career development programs

Job summary

Baker Tilly Advisory Group, LP in NorCal is seeking an Audit Senior Associate to join the Asset Management Broker Dealer practice, delivering industry-focused audit and assurance services to middle-market clients.

You will build client relationships, supervise engagements, and grow technical accounting skills in a firm that values work-life balance and professional development, with hybrid work and clear career trajectory.

Qualifications

• 4-year degree required, and CPA eligible or pursuing exam.
• Three years of audit/assurance experience.
• Prefer asset management/broker dealer experience.

Responsibilities

• Be a trusted member of the engagement team providing assurance services to asset management clients.
• Plan and supervise execution of audit engagement activities and test internal controls.
• Review balance sheets and income statements; communicate findings to supervisors.
• Develop client relationships and contribute to business solutions for middle-market clients.
• Support team development and maintain a collaborative, client-focused mindset.

Skills

Asset management knowledge

Broker dealer experience

Time management

Leadership

Analytical skills

Microsoft Office

CPA exam eligibility

Education

Bachelor's degree in accounting/finance

CPA eligibility or active pursuit

Tools

Microsoft Excel

MS Office Suite

Job description

Baker Tilly Advisory Group, LP in NorCal is seeking an Audit Senior Associate to join the Asset Management Broker Dealer practice, delivering industry-focused audit and assurance services to middle-market clients.

You will build client relationships, supervise engagements, and grow technical accounting skills in a firm that values work-life balance and professional development, with hybrid work and clear career trajectory.