Assurance Principal - Financial Services jobs in United States
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Baker Tilly US · 1 day ago

Assurance Principal - Financial Services

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage. They are seeking an Assurance Principal focused on growth in the Chicago market, managing a book of business while delivering audit and assurance services to Financial Services clients.

Accounting
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H1B Sponsor Likelynote

Responsibilities

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

Qualification

CPAAudit servicesFinancial Services experienceBusiness developmentProject managementAnalytical skillsLeadershipCommunication skillsInterpersonal skillsOrganizational skills

Required

Bachelor's degree in accounting required
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

Preferred

masters or advanced degree desirable

Company

Baker Tilly US

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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.

H1B Sponsorship

Baker Tilly US has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (19)
2023 (23)
2022 (25)
2021 (19)

Funding

Current Stage
Late Stage

Leadership Team

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Brett Bowles, CPA
Senior Consultant - Transaction and CFO Advisory
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Caleb Tollefson
CFO Advisory Manager
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Company data provided by crunchbase