Audit Manager, Financial Services (Mid‑Market)

Baker Tilly Advisory Group, LP; Walnut Creek (CA); On-site; USD 127,000 - 166,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an Audit Manager in our Financial Services space to deliver industry-focused audit and other assurance services to middle-market clients. You will work with firm leadership to serve clients and help grow the business, while mentoring staff to develop their technical and professional skills.

You will have opportunities to manage engagement staffing and billing, maintain high quality service, and contribute to client profitability targets while expanding

Qualifications

• 4-year degree required.
• Master's or advanced degree preferred.
• CPA required.
• Five (5) years of experience providing auditing/assurance services required.
• Experience with Assurance work with the Financial Services industry in either Mortgage Banking or Financial Institutions/Banking is preferred.

Responsibilities

• Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients.
• Proactively engaging with clients throughout the year to understand business goals and challenges.
• Managing all fieldwork to ensure quality service and timely delivery of results.
• Delivering business insight through thoughtful review, analysis, and discussion.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy.

Skills

Auditing

Leadership

Project management

Client service

Education

Bachelor's degree

Master's degree preferred

CPA

Tools

Microsoft Excel

Microsoft Office

Job description

Baker Tilly Advisory Group, LP is seeking an Audit Manager in our Financial Services space to deliver industry-focused audit and other assurance services to middle-market clients. You will work with firm leadership to serve clients and help grow the business, while mentoring staff to develop their technical and professional skills.

You will have opportunities to manage engagement staffing and billing, maintain high quality service, and contribute to client profitability targets while expanding