waypointjobs

Baker Tilly

Audit Senior Associate - NorCal Asset Management Broker Dealer Practice

san francisco, CA

Check who can apply and the requirements below before continuing.

This job is closed

Applications are no longer available for this announcement. Explore current related opportunities below.

Job description

Audit Senior Associate

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 focus 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 US (BT) as an Audit Senior Associate in NorCal working in the Asset Management Broker Dealer practice space! This is a great opportunity, a strategic growth role, to become a valued business advisor delivering industry-focused audit and other assurance services to middle market clients. 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 a specific industry, 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.

You want to grow professionally and develop your client service and technical accounting 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.

Proactively engage with your clients throughout the year to gather needed information to complete testing and respond to questions raised.

Plan and supervise the execution of all audit engagement activities.

Review and perform substantive testing on client's balance sheets and income statements.

Conduct and review tests to assess deficiencies of internal controls and make recommendations for improvement.

Play an active role in discussions with the Manager and Partner relative to business recommendations resulting from testing performed and information gathered.

Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs.

Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients.

Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals.

Enjoy friendships, social activities and team outings that encourage a work-life balance.

Qualifications

4-year degree required, and must be License Eligible

CPA preferred or actively pursuing completion of exam (must be eligible to sit for the CPA exam)

Three (3) years of experience required in audit/assurance work

Prefer prior audit/assurance experience with asset management, particularly in the broker dealer space

Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving

Strong leadership, project management, organizational and analytical skills, initiative, adaptability

Microsoft Suite skills

Eligibility to work in the U.S. without sponsorship preferred

The pay rate ranges for this position are 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

The national pay rate range is: $67,880 - $128,690

In CA, the pay rate range is: $86,500 - $128,690

Worksite address

san francisco, CA, 94199, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.

Explore related searches

Current related jobs

Nestlé USA

WhatJobs

Safety Health & Environmental Specialist

medford, WI

Salary not specified

Foods you love. Brands you trust. And a career that empowers you to grow.    At Nestlé USA, we’re all working towards the same goal – to delight …

Last received from source 2026-10-20View job

BMO Financial

WhatJobs

Associate Banker

milwaukee, WI

See pay details in description

Application Deadline: 11/26/2026 Address: 790 N Water Street Job Family Group: Retail Banking Sales & Service Delivers ex…

Last received from source 2026-10-20View job

BMO Financial

WhatJobs

Bank Manager

brookfield, WI

See pay details in description

Application Deadline: 10/30/2026 Address: 16570 W Bluemound Road Job Family Group: Retail Banking Sales & Service Guides, …

Last received from source 2026-10-20View job

BMO Financial

WhatJobs

Associate Banker

steamboat springs, CO

See pay details in description

Application Deadline: 11/08/2026 Address: 555 Lincoln Ave. Job Family Group: Retail Banking Sales & Service Delivers exce…

Last received from source 2026-10-20View job

BMO Financial

WhatJobs

Floating Bank Manager

greenwood village, CO

See pay details in description

Application Deadline: 11/29/2026 Address: 6050 S. Holly St. Job Family Group: Retail Banking Sales & Service The branch assi…

Last received from source 2026-10-20View job

BMO Financial

WhatJobs

De Novo Bank Manager

garden grove, CA

See pay details in description

Application Deadline: 11/22/2026 Address: 13961 Brookhurst Street Job Family Group: Retail Banking Sales & Service Join us i…

Last received from source 2026-10-20View job