Senior Audit Associate, Asset Management (Hybrid)

Moss Adams LLP; San Jose, Northern (CA, KY); Hybrid; USD 68,000 - 129,000; Full time

Job summary

Baker Tilly US, LLP, in NorCal, is seeking an Audit Senior Associate focused on the Asset Management broker-dealer space. Join a fast-growing nationally recognized firm delivering industry-focused audits and assurance services to middle-market clients.

You will lead engagements, mentor staff, and collaborate with clients to deliver value while maintaining a flexible, hybrid schedule in California.

Qualifications

• 4-year degree required; License Eligible CPA preferred or actively pursuing CPA exam (eligible to sit)

Responsibilities

• Be a trusted member of the engagement team providing assurance and consulting services to asset management clients.
• Proactively engage with clients to gather information for testing and respond to questions.
• Plan and supervise execution of audit engagement activities.
• Review and perform substantive testing on balance sheets and income statements.
• Conduct and review tests to assess internal control deficiencies and make improvement recommendations.
• Participate in discussions with Manager and Partner regarding business recommendations from testing and information gathered.
• Learn and grow through on-the-job coaching and firm-wide learning programs.
• Network and build strong relationships internally and with clients using entrepreneurial skills.
• Support the growth of team members through Baker Tilly Care and Teach philosophy; help associates reach goals.
• Engage in team-building, social activities, and events that support work-life balance.

Skills

Time management

Communication

Interpersonal skills

Relationship building

Collaboration

Problem solving

Leadership

Project management

Organizational skills

Analytical skills

Initiative

Adaptability

Education

Bachelor's degree in accounting

CPA eligibility or pursuing CPA

Tools

Microsoft Office

Job description

Baker Tilly US, LLP, in NorCal, is seeking an Audit Senior Associate focused on the Asset Management broker-dealer space. Join a fast-growing nationally recognized firm delivering industry-focused audits and assurance services to middle-market clients.

You will lead engagements, mentor staff, and collaborate with clients to deliver value while maintaining a flexible, hybrid schedule in California.