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About the Role
Baker Tilly is a leading advisory, tax and assurance firm. This role involves leading and managing audit engagements for financial services clients, developing audit plans, overseeing execution, and building client relationships.
Responsibilities
- Lead and manage audit engagements from planning to completion for financial services clients.
- Develop audit plans, including risk assessments and audit strategy.
- Oversee the execution of audit procedures and ensure timely delivery of audit reports.
- Review audit workpapers and ensure documentation complies with professional standards.
- Build and maintain strong client relationships through regular communication and excellent service delivery.
- Provide clients with strategic insights and recommendations for improving financial reporting and internal controls.
- Address and resolve client issues promptly and effectively.
- Stay abreast of regulatory changes and ensure audits are conducted in accordance with applicable laws and standards.
- Advise clients on regulatory matters and best practices in financial reporting.
- Supervise and mentor audit professionals while promoting a culture of continuous improvement and high performance within the audit team.
Requirements
- Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
- CPA required.
- 5+ years of experience in the financial services industry with private equity, hedge fund, and broker-dealer background.
- Strong knowledge of auditing standards, financial reporting, and regulatory requirements specific to the financial services industry.
- Leadership experience, with the ability to manage and motivate a team.
- Great analytical and problem-solving skills.
- Excellent communication and client relationship skills.
- Proficient in using tax software and Microsoft Office applications.
Skills
- Audit
- Financial Services
- Private Equity
- Hedge Fund
- Broker-Dealer
- Auditing Standards
- Financial Reporting
- Regulatory Requirements
- Leadership
- Team Management
- Analytical Skills
- Problem-Solving
- Communication Skills
- Client Relationship Management
- Tax Software
- Microsoft Office
Location
- New York, NY
- Uniondale, NY
- Iselin, NJ
Experience Level
- 5+ years
Education Level
- Bachelor’s degree in Accounting, Finance, or a related field
- CPA
Salary/Compensations
- New York, NY: $112,500 to $168,000
- Uniondale, NY: $108,000 to $161,200
- Iselin, NJ: $103,500 to $154,500
Benefits
- Compensation and benefits package
About the Company
- Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston.
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.
- Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients.
- Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients.
- Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
- Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
- Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Equal Opportunity
- Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.