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Assurance Principal - Financial Services
full-timeChicago

Summary

Location

Chicago

Type

full-time

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About this role

Overview

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.  

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description:

 

Responsibilities


Are you interested in joining one of the fastest growing public accounting firms?

If yes, consider joining Baker Tilly (BT) as an Assurance Partner in our Financial Services Practice. In this role, you will be focused on growth in the Chicago market, along with managing a book of business. This is a great opportunity to be a valued business advisor delivering industry-focused audit and other assurance services to Financial Services clients.. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and coach to a group of talented staff, utilizing your expertise to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! 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 are passionate about contributing to your team's professional growth and creating endless opportunities, now, for tomorrow


What You Will Do:

  • Utilize your entrepreneurial skills to network and build strong relationships internally and externally with the goal of acquiring new clients, projects, and revenue. Actively participate in request for proposals to pursue additional clients/services for the firm

  • Participate with other service line leadership in developing audit service market positioning and branding, strategy, and messaging for the Financial Services practice, and facilitate practice growth initiatives

  • Operate within and effectively leverage Baker Tilly's matrixed structure of industry, service and geography to develop and execute growth strategies and work in close coordination with regional and national leaders

  • Represent Baker Tilly and develop relationships in the Illinois market and participate in relevant industry events and undertake speaking engagements

  • Invest in your professional development individually and through participation in firm wide learning and development programs

  • Support the growth and development of team members, helping associates meet their professional goals along with proactively supporting the recruitment efforts of future team members

  • Demonstrate leadership, initiative, excellent team skills, and high ethical standards

  • Represents the firm at key community events, firm functions, and other meetings

  • Manage client engagement staffing, billings/collections, and ensure client profitability targets are met

Qualifications

  • Bachelor's degree in accounting required, masters or advanced degree desirable

  • CPA required

  • Fifteen (15) + years' experience providing audit and advisory services in a professional service firm, focused on Financial Services clients

  • Proven success in growing business with an entrepreneurial spirit, and a leader with a demonstrated ability to develop relationships both internally and externally

  • Demonstrated management, analytical, organization, interpersonal, project management, communication skills

  • Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects

Other facts

Tech stack
Audit,Advisory Services,Client Relationships,Business Development,Leadership,Mentoring,Project Management,Communication Skills,Analytical Skills,Interpersonal Skills,Ethical Standards,Continuous Learning,Networking,Team Skills,Entrepreneurial Spirit,Financial Services

About Baker Tilly

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, Seattle, 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 143 territories, with more than 47,000 professionals and a combined worldwide revenue of $7 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Team size: 10,001+ employees
LinkedIn: Visit
Industry: Accounting

What you'll do

  • The Assurance Principal will focus on growth in the Chicago market while managing a book of business, delivering audit and assurance services to Financial Services clients. The role includes mentoring staff and collaborating with firm leadership to drive business success.

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Frequently Asked Questions

What does a Assurance Principal - Financial Services do at Baker Tilly?

As a Assurance Principal - Financial Services at Baker Tilly, you will: the Assurance Principal will focus on growth in the Chicago market while managing a book of business, delivering audit and assurance services to Financial Services clients. The role includes mentoring staff and collaborating with firm leadership to drive business success..

Why join Baker Tilly as a Assurance Principal - Financial Services?

Baker Tilly is a leading Accounting company.

Is the Assurance Principal - Financial Services position at Baker Tilly remote?

The Assurance Principal - Financial Services position at Baker Tilly is based in Chicago, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Assurance Principal - Financial Services position at Baker Tilly?

You can apply for the Assurance Principal - Financial Services position at Baker Tilly directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Baker Tilly on their website.