Audit Senior Associate - Asset Management (Hybrid)

Baker Tilly US; San Francisco (CA); Hybrid; USD 87,000 - 129,000; Full time

Job summary

Baker Tilly US is seeking an Audit Senior Associate in NorCal to focus on Asset Management and broker-dealer audits. You will join a growing firm delivering industry-focused assurance services to middle-market clients and have opportunities for upward career trajectory, flexible work arrangements, and meaningful client relationships.

The role emphasizes building industry expertise, serving as a trusted advisor, and contributing to continuous development within a leading CPA advisory firm.

Qualifications

• 4-year degree required, and must be License Eligible
• CPA preferred or actively pursuing completion of exam (must be eligible to sit for the CPA exam)
• Three (3) years of experience required in audit/assurance work
• Prefer prior audit/assurance experience with asset management, particularly in the broker dealer space
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Strong leadership, project management, organizational and analytical skills, initiative, adaptability
• Microsoft Suite skills

Responsibilities

• Be a trusted member of the engagement team providing various assurance and consulting services to industry specific clients.
• Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.
• Plan and supervise the execution of all audit engagement activities.
• Review and perform substantive testing on client’s balance sheets and income statements.
• Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.
• Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.
• Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Skills

Time management

Communication

Interpersonal skills

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Education

4-year degree

Tools

Microsoft Suite

Job description

Baker Tilly US is seeking an Audit Senior Associate in NorCal to focus on Asset Management and broker-dealer audits. You will join a growing firm delivering industry-focused assurance services to middle-market clients and have opportunities for upward career trajectory, flexible work arrangements, and meaningful client relationships.

The role emphasizes building industry expertise, serving as a trusted advisor, and contributing to continuous development within a leading CPA advisory firm.