Audit Manager, Financial Services

About the position

Baker Tilly is hiring an Audit Manager to lead and manage audit engagements for financial services clients, from planning through completion. The role involves developing audit plans and strategies, overseeing audit procedures and report delivery, and ensuring audit work complies with professional standards. The Audit Manager builds and maintains client relationships, provides insights and recommendations on financial reporting and internal controls, resolves client issues, and advises clients on regulatory matters and best practices. The role also supervises and mentors audit professionals and promotes continuous improvement and high performance within the audit team.

Responsibilities

• Lead and manage audit engagements for financial services clients from planning to completion.
• Develop audit plans, including risk assessments and audit strategy.
• Oversee audit procedures and ensure timely delivery of audit reports.
• Review audit workpapers and ensure documentation complies with professional standards.
• Build and maintain client relationships through regular communication and excellent service delivery.
• Provide strategic insights and recommendations to clients on financial reporting and internal controls.
• Address and resolve client issues promptly and effectively.
• Stay current with regulatory changes and ensure audits comply with applicable laws and standards.
• Advise clients on regulatory matters and financial reporting best practices.
• Supervise and mentor audit professionals, promoting continuous improvement and high performance.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA required.
• At least 5 years of experience in the financial services industry, with a private equity, hedge fund, and broker-dealer background.
• Strong knowledge of auditing standards, financial reporting, and financial-services regulatory requirements.
• Leadership experience and ability to manage and motivate a team.
• Strong analytical and problem-solving skills.
• Excellent communication and client relationship skills.
• Proficiency with tax software and Microsoft Office applications.

Benefits

• Compensation and benefits package for eligible employees.