Assurance Technology Manager

Baker Tilly (US); Milwaukee (WI); On-site; USD 82,000 - 135,000; Full time

Job summary

Baker Tilly is seeking an Assurance Technology Manager to lead and coordinate technology operations, user support, and major implementation initiatives across the Assurance practice. You will oversee day-to-day support, act as an escalation point, and drive the transition from the current audit platform to the Audit Platform of the Future (APF).

You will establish scalable support processes, improve data quality, and develop training materials while supporting AI-enabled audit tools and data

Qualifications

• Bachelor's degree or equivalent in accounting, finance, business, information systems, or related field.
• Minimum 5 years experience supporting Assurance or audit technology operations.
• Ability to lead, coach, coordinate support personnel and manage service levels.
• Strong troubleshooting, analytical, and problem-solving skills.
• Attention to detail in data integrity and process execution.
• Excellent communication and documentation skills.

Responsibilities

• Provide oversight and direction to Assurance Technology support staff.
• Manage support queues, SLAs, and escalation processes.
• Monitor trends to identify education and process improvement opportunities.
• Support implementation and rollout of Assurance technology initiatives.
• Coordinate APF testing, migration, and ongoing operations.
• Oversee data migration and validate migrated information.
• Support training programs and technology enablement for adoption.
• Maintain user guides and knowledge base content.
• Support AI-enabled audit tools and automation initiatives.
• Identify opportunities to standardize and scale tech processes.

Skills

Leadership

Troubleshooting

Data quality

Communication skills

Project coordination

Audit technology

Education

Bachelor's degree or equivalent

Tools

APF

AI-enabled audit tools

Job description

Overview

Baker 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.

Overview

Baker 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, 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

The Assurance Technology Manager leads and coordinates Assurance technology operations, user support, implementation initiatives, and technology transformation efforts. The role provides oversight, coaching, and direction for day-to-day support activities while also serving as an escalation point for complex technology, data, and process issues. This position supports successful deployment, adoption, migration, and ongoing operation of Assurance technologies, including the transition from the current audit platform to the Audit Platform of the Future (APF), and helps establish scalable support processes, strong data quality practices, effective training and documentation, and consistent technology-enabled workflows across the Assurance practice.

Responsibilities

• Provide oversight, coaching, and direction to Assurance Technology support personnel and coordinate day-to-day support operations.
• Manage support queues, service levels, tracking records, and issue escalation processes; serve as an escalation point for complex technology and process-related issues.
• Monitor support trends and recurring issues to identify opportunities for user education, process improvement, and stronger support practices.
• Support implementation of Assurance technology initiatives and software rollouts, including coordination of post-implementation support and issue resolution.
• Coordinate APF testing, implementation, and ongoing operational support, including migration activities to the APF.
• Oversee and support trial balance and engagement data migration activities; validate migrated information, identify exceptions, and coordinate resolution of migration-related issues.
• Support engagement teams during technology transition activities and identify risks or issues that may affect implementation success.
• Promote data quality across Assurance platforms by reviewing imported and migrated information for completeness and accuracy and supporting improvements to data integrity and consistency.
• Provide oversight and support for the Assurance technology portfolio
• Coordinate operational support for key software and related data workflows, including PDF data extraction and journal entry testing support.
• Maintain and oversee user guides, FAQs, training materials, process documentation, support documentation, and knowledge base content.
• Support delivery of training programs and technology enablement initiatives to drive adoption and effective use of Assurance technologies.
• Support implementation, adoption, and operational workflows for new and emerging Assurance technologies, including AI-enabled audit tools.
• Identify opportunities to improve, standardize, and scale technology-related processes and support long-term technology transformation initiatives aligned with the APF.

Qualifications

• Bachelor's degree or equivalent educational background in accounting, finance, business, information systems, technology, or a related field.
• Minimum 5 years experience in supporting Assurance or audit technology operations, platform administration, technology implementation, data workflows, or a related business technology environment.
• Demonstrated ability to lead, coach, and coordinate support personnel and to manage service levels, priorities, and issue escalations.
• Strong troubleshooting, analytical, and problem-solving skills with the ability to coordinate resolution of complex technology, process, migration, and data issues.
• Strong attention to detail and commitment to data completeness, accuracy, integrity, and consistent process execution.
• Strong organizational and time-management skills with the ability to manage multiple operational and implementation priorities.
• Strong written and verbal communication skills, including the ability to develop clear documentation, knowledge resources, and training materials and to work effectively with engagement teams and other stakeholders.
• Ability and willingness to learn and support evolving Assurance technology platforms, data analytics workflows, APF technologies, and AI-enabled audit tools.

The pay rate range for this job position is $81,900 to $135,300. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.