Audit Senior Associate (Asset Management Broker Dealer)

Location: Hybrid, San Jose, California, United States

Salary: $86,500–$128,690 annually in California.

Company

Baker Tilly is a public accounting and advisory firm providing audit, tax, assurance, and business advisory services to middle-market clients.

What you will do

• Provide audit, assurance, and consulting services to asset management broker-dealer clients.
• Engage with clients throughout the year to gather information, complete testing, and answer questions.
• Plan and supervise audit engagement activities.
• Review financial statements and perform substantive testing of balance sheets and income statements.
• Test internal controls, identify deficiencies, and recommend improvements.
• Discuss findings and business recommendations with Managers and Partners while supporting associate development.

Requirements

• Four-year degree and eligibility for CPA licensure required.
• Eligible to sit for the CPA exam; CPA certification is preferred.
• Three years of audit or assurance experience.
• Strong time management, communication, collaboration, relationship-building, leadership, organizational, analytical, and problem-solving skills.
• Microsoft Suite proficiency.
• Eligibility to work in the United States without sponsorship is preferred.

Nice to have

• Audit or assurance experience in asset management, particularly broker-dealer services.

Culture & Benefits

• Structured learning, development, coaching, and mentoring programs.
• Autonomy over scheduling and career development.
• Opportunities to build client, internal, and leadership relationships.
• Comprehensive compensation and benefits package for eligible employees.
• Team outings and social activities supporting work-life balance.