Hybrid Audit Manager - Asset Management & BD

Baker Tilly Advisory Group, LP; Santa Clara (CA); Hybrid; USD 113,000 - 173,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking an Audit Manager in Northern California to focus on Asset Management Broker Dealer engagements. The role offers leadership of engagement teams, mentoring staff, and delivering high-quality assurance services to middle-market clients.

You will work with firm leadership to drive client service, manage project timelines, and strengthen technical proficiency across engagements, while enjoying flexible work arrangements and career growth opportunities.

Qualifications

• CPA certification is required.
• Five years of auditing/assurance experience.
• Experience in asset management, broker-dealer space preferred.
• Two years of supervisory or mentoring experience desired.
• Strong management, analytical, and communication skills.
• Proficiency with Microsoft Office and related software.

Responsibilities

• Be a trusted member of the engagement team delivering assurance and consulting services to clients.
• Lead fieldwork and manage timely delivery of results.
• Provide financial statement guidance and business recommendations based on testing.
• Mentor and coach staff to develop technical and professional skills.
• Develop client relationships and contribute to practice growth.
• Support engagement staffing, billing/collections, and profitability targets.

Skills

Auditing/assurance

Leadership

Project management

Communication

Analytical

Client relationship building

Education

4-year degree

Master's or advanced degree

Tools

Microsoft Suite

Microsoft Excel

Job description

Baker Tilly Advisory Group, LP is seeking an Audit Manager in Northern California to focus on Asset Management Broker Dealer engagements. The role offers leadership of engagement teams, mentoring staff, and delivering high-quality assurance services to middle-market clients.

You will work with firm leadership to drive client service, manage project timelines, and strengthen technical proficiency across engagements, while enjoying flexible work arrangements and career growth opportunities.