Senior Audit & Assurance Manager

Talley LLP•Orange, CA

5d•Onsite

About The Position

Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line. Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities. Our services include: Audit & Assurance services, including financial reporting; Tax compliance, Tax planning, and proactive advice; Business consulting; Estate planning, business planning, M&A, and tax law services delivered through TLG; Outsourced accounting, controller and CFO services; M&A, growth-through-acquisition, and operational consulting delivered through TCG. Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals. We are seeking a firm future leader. This position is designed for a professional who wants to advance beyond engagement management and play a significant role in practice development, client strategy, talent development, technology innovation, and firm leadership. The successful candidate will have a clear opportunity to demonstrate the capabilities necessary for future Partnership consideration. The accounting profession is evolving rapidly, and Talley intends to be at the forefront of that transformation. We are actively investing in: Artificial intelligence, Workflow automation, Advanced analytics, Process optimization, Technology-enabled client service. We are looking for a leader who embraces innovation and wants to help redefine how audit and advisory services are delivered.

Requirements

Technically strong CPA
Relationship builder
Mentor and coach
Strategic thinker
Problem solver
Innovator
Future firm leader
Excited by the opportunity to help build something meaningful rather than simply maintain the status quo

Responsibilities

Lead complex engagements with excellence
Mentor and develop emerging leaders
Identify opportunities for process improvement and AI adoption
Expand cross-selling opportunities across service lines
Contribute to the strategic growth of the Audit & Assurance practice
Establish yourself as a future leader within the firm
Play a significant role in practice development, client strategy, talent development, technology innovation, and firm leadership
Help redefine how audit and advisory services are delivered
Make decisions, improve processes, mentor professionals, and influence firm direction
Work closely with our Tax, Legal, Consulting, Wealth Management, and M&A Advisory teams to deliver comprehensive solutions to clients
Become a trusted advisor to entrepreneurially driven businesses, family-owned enterprises, and high-net-worth individuals
Help expand the Audit & Assurance practice while identifying opportunities to deliver additional value across the Talley platform