Assurance Manager, Asset Management – Hybrid

Baker Tilly (US); Redwood Valley (CA); Hybrid; USD 99,000 - 175,000; Full time

Job summary

Baker Tilly in Northern California is seeking an Assurance Manager in the Asset Management Broker Dealer practice to lead engagements and deliver audit and other assurance services for middle‑market clients. You will mentor staff, partner with leadership, and help grow the business in a collaborative, growth‑oriented environment.

Ideal candidates have CPA, a 4-year degree, 5+ years of public accounting experience, and familiarity with asset management.

Qualifications

• CPA and 4-year degree required
• Minimum 5 years of public accounting experience
• Asset Management industry experience preferred
• Demonstrated leadership and mentoring ability
• Eligibility to work in the U.S. without sponsorship

Responsibilities

• Lead assurance engagements and deliver audit services for middle‑market clients
• Manage fieldwork and ensure timely delivery of results
• Provide financial statement guidance and business recommendations
• Develop client relationships and expand engagement opportunities
• Mentor staff and support professional development
• Collaborate with firm leadership on strategy and growth

Skills

Client relationship

Leadership

Mentoring staff

Communication

Project management

Accounting software

Education

4-year degree

CPA

Advanced degree preferred

Tools

Microsoft Office Suite

Job description

Baker Tilly in Northern California is seeking an Assurance Manager in the Asset Management Broker Dealer practice to lead engagements and deliver audit and other assurance services for middle‑market clients. You will mentor staff, partner with leadership, and help grow the business in a collaborative, growth‑oriented environment.

Ideal candidates have CPA, a 4-year degree, 5+ years of public accounting experience, and familiarity with asset management.