Senior Assurance Manager, Financial Services

Baker Tilly Advisory Group; New York (NY); On-site; USD 104,000 - 168,000; Full time

Job summary

Baker Tilly Advisory Group seeks an experienced audit professional to lead engagements for financial services clients in the New York area. You will plan audits, coordinate teams, review workpapers and deliver timely, accurate financial reporting with high client service standards.

The role requires CPA, 5+ years in financial services audits, strong regulatory knowledge and leadership skills to mentor junior staff across different offices. Excellent communication is essential.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA required.
• 5+ years in financial services audits with private equity, hedge funds, or broker-dealers; strong auditing standards knowledge.

Responsibilities

• Lead and manage audit engagements from planning to completion for financial services clients.
• Develop audit plans, including risk assessments and audit strategy.
• Oversee execution of audit procedures and timely delivery of reports.
• Review workpapers for compliance with standards.
• Build and maintain client relationships through regular communication and service delivery.
• Provide strategic insights to improve financial reporting and internal controls.
• Address client issues promptly; stay updated on regulatory changes.
• Supervise and mentor audit professionals; promote high performance.

Skills

Audit leadership

Client relationship management

Regulatory knowledge

Analytical skills

Communication skills

Education

Bachelor's degree in Accounting/Finance

CPA

Tools

Tax software

Microsoft Office

Job description

Baker Tilly Advisory Group seeks an experienced audit professional to lead engagements for financial services clients in the New York area. You will plan audits, coordinate teams, review workpapers and deliver timely, accurate financial reporting with high client service standards.

The role requires CPA, 5+ years in financial services audits, strong regulatory knowledge and leadership skills to mentor junior staff across different offices. Excellent communication is essential.