Senior Audit Associate – Asset Management (Broker-Dealer)

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

Job summary

Baker Tilly US in Northern California is seeking an Audit Senior Associate to join the Asset Management Broker Dealer practice. You will deliver industry-focused audit and other assurance services to middle-market clients and help shape risk and control improvements.

As part of a fast-growing firm, you will have upward career trajectory, flexible work arrangements, and a collaborative culture that values client service and technical accounting skills.

Qualifications

• 4-year degree required; CPA preferred or eligible to sit for CPA exam.
• Three years of experience in audit/assurance work.
• Experience in asset management, brokerage/dealer space preferred.
• Strong time management, communication, and analytical skills.

Responsibilities

• Be a trusted member of the engagement team delivering audit and assurance services.
• Plan and supervise the execution of audit engagements.
• Review testing on balance sheets and income statements.
• Identify internal-control deficiencies and suggest improvements.
• Collaborate with Manager and Partner on business recommendations.
• Support team development and client relationship building.

Skills

Time management

Communication

Interpersonal skills

Leadership

Project management

Analytical skills

Microsoft Excel

Education

Bachelor's degree

Tools

Microsoft Excel

Job description

Baker Tilly US in Northern California is seeking an Audit Senior Associate to join the Asset Management Broker Dealer practice. You will deliver industry-focused audit and other assurance services to middle-market clients and help shape risk and control improvements.

As part of a fast-growing firm, you will have upward career trajectory, flexible work arrangements, and a collaborative culture that values client service and technical accounting skills.