Audit Manager — Asset Management (Broker-Dealer) | Hybrid

Baker Tilly US; Fresno (CA); Hybrid; USD 113,000 - 173,000; Full time

Job summary

Baker Tilly US, a leading advisory, tax and assurance firm, invites you to join as an Audit Manager in Northern California’s Asset Management Broker Dealer practice. You will work closely with firm leadership to serve middle-market clients, mentor staff, and deliver high-quality assurance services.

You will focus on building client relationships, delivering insightful financial guidance, and driving growth while maintaining flexibility and autonomy in scheduling and development opportunities.

Qualifications

• Bachelor's degree required.
• CPA required.
• 5+ years of auditing/assurance experience.
• Experience with asset management and broker-dealer audits preferred.

Responsibilities

• Be a trusted member of the engagement team providing assurance and consulting services to asset management clients.
• Engage with clients throughout the year to understand goals and challenges.
• Test internal controls and recommend improvements.
• Manage fieldwork to ensure quality and timely delivery of results.
• Provide financial statement guidance and business recommendations based on testing.
• Lead engagement staffing, billing/collections and ensure profitability targets.

Skills

Management

Analytical skills

Organization

Interpersonal skills

Project management

Communication skills

Education

Bachelor's degree

Master's degree

CPA

Tools

Microsoft Office

Job description

Baker Tilly US, a leading advisory, tax and assurance firm, invites you to join as an Audit Manager in Northern California’s Asset Management Broker Dealer practice. You will work closely with firm leadership to serve middle-market clients, mentor staff, and deliver high-quality assurance services.

You will focus on building client relationships, delivering insightful financial guidance, and driving growth while maintaining flexibility and autonomy in scheduling and development opportunities.