Audit Manager – NorCal Financial Services

Baker Tilly Advisory Group, LP; Walnut Creek (CA); Hybrid; USD 127,000 - 173,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Baker Tilly Advisory Group, LP in Walnut Creek, CA is seeking an Audit Manager in our Financial Services space to deliver industry-focused audit and assurance services to middle-market clients, working alongside firm leadership.

You will mentor staff, manage fieldwork, and help grow client relationships while contributing to the firm’s growth and success in a hybrid work environment.

Qualifications

• 4-year degree required
• Master's or advanced degree preferred
• CPA required
• Five (5) years of auditing/assurance experience
• Experience with Financial Services in Mortgage Banking or Financial Institutions/Banking preferred
• Two (2) years of supervisory experience
• Demonstrated management, analytical, organization, interpersonal, project management, and communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning to stay current and deliver quality

Responsibilities

• Be a trusted member of the engagement team delivering assurance and consulting services to Financial Services clients.
• Proactively engaging with clients to understand business goals and challenges.
• Testing to assess internal controls deficiencies and recommend improvements.
• Managing all fieldwork to ensure quality service and timely delivery of results.
• Providing financial statement guidance and business recommendations based on testing.
• Delivering business insight through review, analysis, and discussion.
• Assisting with managing engagement staffing, billings/collections, and profitability targets.
• Using entrepreneurial skills to network and build relationships with clients and the community.
• Participating in firm-wide learning and development programs.
• Supporting the growth and development of team members per Baker Tilly Care and Teach philosophy.

Skills

Auditing/assurance

Management

Analytical skills

Communication

Project management

Client service

Education

CPA certification

Bachelor's degree in accounting or related field

Master's degree preferred

Tools

Microsoft Excel

Microsoft Office

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. 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.

Responsibilities

Now that Baker Tilly and Moss Adams are in their second year as a combined firm (Baker Tilly), we're the #6 public accounting firm in the country and continuing to carve out our place as a premier mid-tier firm serving middle-market clients across the nation. Would you like the ability to focus on one industry sector and further become an expert for your clients, while continuing to grow with a premier firm? If yes, consider joining Baker Tilly (BT) as an Audit Manager in our Financial Services space! This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

What you will do

• Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients, positively impacting their financial statements, profitability, and business operations through:
• Proactively engaging with your clients throughout the year to understand business goals and challenges
• Implementing appropriate testing to assess deficiencies of internal controls and make recommendations for improvement
• Managing all fieldwork to ensure quality service and timely delivery of results
• Playing an active role in providing valuable financial statement guidance and business recommendations based upon various testing performed and information gathered
• Delivering business insight through thoughtful review, analysis, and discussion
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

You will enjoy this role if:

• You are looking for an opportunity to build your career in the financial services industry, becoming an industry expert to the clients you serve
• You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients’ and employees’ best interests in mind and are transparent in their decisions
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
• You want to contribute to your engagement team’s professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow

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.
• 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 in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Baker Tilly offers a comprehensive compensation and benefits package to eligible employees:

• In San Francisco, CA: pay rate range is: $130,000 to $172,950
• In Walnut Creek, CA: pay rate range is $126,500 to $166,300
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• Life at Baker Tilly | Baker Tilly

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.