Asset Management Audit Senior — Hybrid Role

Baker Tilly (US); Santa Rosa (CA); Hybrid; USD 77,000 - 100,000; Full time

Job summary

Baker Tilly US, LLP is seeking an Audit Senior Associate in NorCal within the Asset Management Broker Dealer practice. You will deliver industry-focused audit and other assurance services to middle-market clients, while growing with a top firm that values development and client relationships.

This role offers upward trajectory, flexibility in where you work, and collaboration with leadership who care about your growth and success.

Qualifications

• 4-year degree.
• Eligible to obtain CPA license.
• Three (3) years of experience.

Responsibilities

• Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients.
• Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
• Plan and supervise the execution of all audit engagement activities.
• Review and perform substantive testing on client’s balance sheets and income statements.
• Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
• Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
• Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
• 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.

Skills

Audit experience

Client service

Time management

Communication skills

Leadership

Education

Bachelor’s degree

CPA license

Master’s or advanced degree in accounting

Tools

Microsoft Suite

Job description

Baker Tilly US, LLP is seeking an Audit Senior Associate in NorCal within the Asset Management Broker Dealer practice. You will deliver industry-focused audit and other assurance services to middle-market clients, while growing with a top firm that values development and client relationships.

This role offers upward trajectory, flexibility in where you work, and collaboration with leadership who care about your growth and success.