Assurance Manager, Asset Management (Hybrid)

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

Benefits offered by this job

Hybrid work arrangement

Job summary

Baker Tilly is seeking an Assurance Manager in Northern California to lead the Asset Management Broker Dealer practice, delivering audit and assurance services to middle-market clients. You will mentor staff, guide client engagements, and help shape growth across the firm with leadership involvement.

You will work in a hybrid model, collaborating with firm leadership and clients to provide industry-focused solutions while developing your own leadership and technical skills in a fast-growing

Qualifications

• CPA certification and 4-year degree.
• 5+ years of auditing experience in public accounting.
• Asset Management/Broker Dealer experience preferred.
• 2+ years of supervisory experience.

Responsibilities

• Provide assurance and consulting services to asset management clients.
• Manage fieldwork and ensure timely delivery of results.
• Mentor and coach staff to develop technical and professional skills.
• Develop client relationships and deliver business insights.
• Support staffing, billings/collections, and profitability targets.

Skills

CPA

5+ years experience

Asset Management

Supervisory experience

Microsoft Office

US work authorization

Education

Bachelor’s degree in accounting

Master’s degree in accounting

Advanced degree in accounting

Tools

Microsoft Office

Job description

Baker Tilly is seeking an Assurance Manager in Northern California to lead the Asset Management Broker Dealer practice, delivering audit and assurance services to middle-market clients. You will mentor staff, guide client engagements, and help shape growth across the firm with leadership involvement.

You will work in a hybrid model, collaborating with firm leadership and clients to provide industry-focused solutions while developing your own leadership and technical skills in a fast-growing