Audit Manager, Financial Services

Baker Tilly US

. Lead and manage audit engagements from planning to completion for financial services clients .

Posted 10/21/2026full-timeUnited StatesMid-LevelSenior💰 $108,000 - $168,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading audit engagements, developing audit plans, and ensuring compliance with auditing standards and regulatory requirements. Strong ability to build client relationships and provide strategic insights for financial reporting improvements.

Highest-signal resume keywords

CPAAudit Engagement ManagementFinancial ReportingRegulatory ComplianceTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Audit PlanningRisk AssessmentAudit ProceduresAudit DocumentationFinancial Analysis

Soft Skills

Client Relationship ManagementAnalytical SkillsProblem-SolvingCommunication SkillsMentoring

Tools & Technologies

Tax SoftwareMicrosoft Office

Certifications & Qualifications

CPA

Industry Keywords

Financial ServicesPrivate EquityHedge FundBroker-DealerAuditing Standards

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

Compensation and benefits package for eligible employees