Experience in asset management, specifically broker-dealer preferred
2 years of supervisory experience desired
Strong management, analytical, and communication skills needed
Responsibilities
Serve as a trusted advisor, providing assurance and consulting services to industry-specific clients
Engage proactively with clients to understand their business goals and challenges
Implement testing to evaluate internal controls and recommend improvements
Manage fieldwork ensuring quality service and timely results
Provide financial statement guidance and actionable business recommendations
Assist in staffing, billing, and meeting client profitability targets
Network and cultivate strong relationships with clients and within the community
Benefits
Flexible work schedule and remote work options
Structured professional development programs
Focus on employee growth and mentorship
Supportive leadership that values employee input and development
Innovative initiatives like My Time Off and Dress for Your Day
Full Job Description
Job Description:Now that Baker Tilly and Moss Adams are in their second year as a combined firm (Baker Tilly), we're the #6 public accounting firm in the country and continuing to carve out our place as a premier mid-tier firm serving middle-market clients across the nation.
Would you like the ability to continue to focus on building your skills within the Asset Management industry here at Baker Tilly, and further become an expert for your clients, while continuing to grow with a top firm?
If yes, consider joining Baker Tilly (BT) as an Audit Manager in NorCal working in the Asset Management Broker Dealer practice! This is a great opportunity to be in a strategic growth role and be a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm's success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.
You will enjoy this role if:
You are looking for an opportunity to build your career in the Asset Management Broker Dealer space, becoming an industry expert to the clients you serve
You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
You want to work for a leading CPA advisory firm that serves middle market clients and whose owners have both their clients' and employees' best interests in mind and are transparent in their decisions
You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through structured programs (ask us about My Time Off, My Development and Dress for Your Day!)
You want to contribute to your engagement team's professional growth and develop your own leadership skills to build a career with endless opportunities now, for tomorrow
What you will do:
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
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
Assist with managing 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 clients and the community
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
Qualifications
4-year degree required
Master's or advanced degree preferred
CPA required
Five (5) years of experience providing auditing/assurance services require
Experience with audit/assurance work with asset management, particularly in the broker dealer space, preferred
Two (2) years of supervisory experience, mentoring and counseling associates desired
Demonstrated management, analytical, organization, interpersonal, project management, communication skills
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Highly developed software and Microsoft Suite skills
Eligibility to work in the U.S. without sponsorship preferred
The pay rate range for this position is listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees: Life at Baker Tilly | Baker Tilly
In CA: pay rate range is: $112, 500 to $172, 950
#LI-KA1 #LI-MS1 #hybrid
