Asset Management Audit Senior - Hybrid Growth Role

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

Job summary

Baker Tilly Advisory Group, LP in California is seeking an Audit Senior Associate to join the Asset Management Broker Dealer practice, focusing on mid-market clients with growth opportunities across the region.

You will lead engagement activities, supervise audits, and mentor junior staff while partnering with management to deliver high-quality assurance services. The firm emphasizes flexible work and career development opportunities.

Qualifications

• 4-year degree required; CPA exam eligibility preferred or pursuing CPA.
• Three years of experience required in audit/assurance.
• Prefer asset management experience, especially broker-dealer space.
• Strong leadership, project management, organizational and analytical skills.

Responsibilities

• Be a trusted member of the engagement team providing assurance and consulting services to industry clients.
• Proactively engage with clients to gather information and respond to questions.
• Plan and supervise the execution of all audit engagement activities.
• Review and perform substantive testing on client balance sheets and income statements.
• Conduct and review tests to assess deficiencies of internal controls and make improvement recommendations.
• Engage with Manager and Partner on business recommendations from testing and information gathered.
• Learn and grow from on-the-job coaching and firm-wide learning programs.
• Network and build relationships internally and with clients.
• Support the growth and development of team members through Baker Tilly Care and Teach philosophy.
• Enjoy team activities and work-life balance.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Microsoft Suite

Education

4-year degree

CPA exam eligibility

Tools

Microsoft Excel

Job description

Baker Tilly Advisory Group, LP in California is seeking an Audit Senior Associate to join the Asset Management Broker Dealer practice, focusing on mid-market clients with growth opportunities across the region.

You will lead engagement activities, supervise audits, and mentor junior staff while partnering with management to deliver high-quality assurance services. The firm emphasizes flexible work and career development opportunities.