Audit Manager, Asset Management & Broker-Dealer (Hybrid)

Baker Tilly US; San Francisco (CA); Hybrid; USD 113.000 - 173.000; Vollzeit

Zusammenfassung

Baker Tilly US is seeking an Audit Manager in NorCal focused on Asset Management Broker Dealer engagements. You will lead engagement teams, deliver assurance services, and build client relationships with a focus on middle-market firms.

You will mentor staff, manage staffing and profitability targets, and collaborate with leadership to drive growth while developing your leadership skills within a fast-growing advisory firm. The role offers a flexible, hybrid work model in California.

Qualifikationen

• 4-year degree required
• Master's or advanced degree preferred
• CPA required
• Five (5) years of experience providing auditing/assurance services required
• Experience with audit/assurance work with asset management, particularly in the broker dealer space, preferred
• Two (2) years of supervisory experience, mentoring and counseling associates desired
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning to stay current
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Aufgaben

• Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements and operations
• Proactively engaging with clients to understand goals and challenges
• Manage fieldwork to ensure quality service and timely delivery of results
• Provide financial statement guidance and business recommendations based on testing and information gathered
• Deliver business insight through review, analysis, and discussion
• Assist with managing engagement staffing, billings/collections, and ensure client profitability targets are met
• Network and build relationships internally and externally with clients and the community
• Invest in professional development through firm programs
• Support growth and development of team members and mentoring

Kenntnisse

CPA

Client service

Leadership

Project management

Communication

Microsoft Office

Supervisory

Analytical skills

Ability to lead teams

Ausbildung

4-year degree

Master's degree preferred

CPA

Tools

Microsoft Suite

Jobbeschreibung

Baker Tilly US is seeking an Audit Manager in NorCal focused on Asset Management Broker Dealer engagements. You will lead engagement teams, deliver assurance services, and build client relationships with a focus on middle-market firms.

You will mentor staff, manage staffing and profitability targets, and collaborate with leadership to drive growth while developing your leadership skills within a fast-growing advisory firm. The role offers a flexible, hybrid work model in California.