Assurance Manager

Baker Tilly Advisory Group, LP; Frisco (TX); Hybrid; USD 95,000 - 141,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an Audit Manager to lead engagements for financial services clients, including asset management and banking sectors. You will supervise teams, review internal controls, and deliver high-quality financial statements with practical business recommendations.

The role emphasizes mentoring staff, client service excellence, and collaboration with leadership to drive firm growth in a hybrid work environment.

Qualifications

• Five or more years of external audit experience in a professional services firm.
• Experience serving financial services clients—asset management or banking—is preferred.
• CPA is required; a master's degree is desired.
• Strong leadership and mentoring abilities with staff.
• Ability to manage multiple engagements and meet deadlines.

Responsibilities

• Lead fieldwork and supervise engagement teams to deliver high-quality audits.
• Provide financial statement and internal control discussions with clients.
• Develop new business relationships and contribute to practice growth.
• Mentor and coach staff, promoting professional development.
• Ensure timely delivery of audit reports and billing targets.

Skills

Financial services experience

Asset management experience

Banking industry knowledge

Leadership / supervisory skills

Client service excellence

Analytical skills

Communication skills

Project management

Ethical judgment

Education

Bachelor's degree in accounting

Certified Public Accountant (CPA)

Master's degree (preferred)

Tools

Microsoft Office / Excel

Audit software

Job description

OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.Job Description:ResponsibilitiesAre you interested in joining one of the fastest growing public accounting firms?Would you like the ability to focus on one industry sector and further become an expert for your clients? Do you have experience in financial services, preferably within the asset management or banking industries?If yes, consider joining Baker Tilly (BT) as an Audit Manager! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.You will enjoy this role if:You are looking for an opportunity to build your career in a specific industry, becoming an industry expert to the clients you serveYou can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challengesYou want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisionsYou value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrowWhat you will do: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 throughProactively engaging with your clients throughout the year to understand business goals and challengesImplementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvementManaging all fieldwork to ensure quality service and timely delivery of resultsPlaying an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gatheredDelivering business insight through thoughtful review, analysis, and discussionAssist with managing client engagement staffing, billings/collections, and ensure client profitability targets are metUtilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the communityInvest in your professional development individually and through participation in firm wide learning and development programsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsMinimum Qualifications5 years of experience4-year degreeCPAPreferred QualificationsFinancial services, asset management and banking experience preferredBachelor's degree in accounting required, master's or advanced degree desiredCPA requiredFive (5) + years’ experience providing financial statement auditing services in a professional services firm desiredTwo (2) + years of supervisory experience, mentoring and counseling associates desiredDemonstrated management, analytical, organization, interpersonal, project management, communication skillsAbility 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 skillsEligibility to work in the U.S. without sponsorship preferredThe pay rate range for this job position is $94,500.00 to $141,100.00. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees/certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package.#LI-Hybrid#LI-JB3