Audit Senior Manager, Financial Services – Hybrid

Baker Tilly; Rancho Cordova (CA); Hybrid; USD 142,000 - 195,000; Full time

Job summary

Baker Tilly is a leading advisory, tax and assurance firm with a strong Northern California presence, seeking an Audit Senior Manager focused on Financial Services. You will lead engagement teams, mentor staff, and deliver industry-focused assurance services to middle-market clients in a flexible hybrid setup.

Responsibilities include managing fieldwork, client relations, and driving growth while maintaining work-life balance. CPA is required; experience in financial services a plus.

Qualifications

• 4-year degree required.
• Master's or advanced degree preferred.
• CPA required.
• Eight (8) years of experience providing auditing/assurance services in a professional services firm required.
• Experience in the financial services industry, particularly with financial institutions in capital markets/public companies, preferred.
• Five (5) years of supervisory experience, mentoring and counseling associates desired.
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills.
• Eligibility to work in the U.S. without sponsorship preferred.

Responsibilities

• 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.
• Developing and 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.
• Manage 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 the goal of acquiring new clients, projects, and revenue.
• 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.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Skills

Auditing

Leadership

Project management

Analytical thinking

Communication

Financial services

Education

Bachelor's degree

Master's degree preferred

CPA

Job description

Baker Tilly is a leading advisory, tax and assurance firm with a strong Northern California presence, seeking an Audit Senior Manager focused on Financial Services. You will lead engagement teams, mentor staff, and deliver industry-focused assurance services to middle-market clients in a flexible hybrid setup.

Responsibilities include managing fieldwork, client relations, and driving growth while maintaining work-life balance. CPA is required; experience in financial services a plus.