The Role
Lead and grow the Audit & Assurance practice by managing complex audit engagements, mentoring staff, driving process and technology innovation (AI/automation/analytics), expanding cross-selling across service lines, and developing client relationships with entrepreneurially driven businesses toward partnership.
Summary Generated by Built In
SENIOR MANAGER OF AUDIT & ASSURANCE
Partner-Track Opportunity
Talley LLP | Orange, California (Hybrid)
Build More Than an Audit Practice. Build Your Legacy.
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:
This is a role for someone who wants to move quickly into a Client Service Manager (CSM) position, designing and delivering audit, assurance, and consulting engagements while spotting the next opportunity for a client before they have to ask for it. You'll do well here if you're comfortable in a fast-moving, entrepreneurial environment and want a real, performance-based path to Partnership rather than a fixed timeline.
Partner-Track Opportunity
Talley LLP | Orange, California (Hybrid)
Build More Than an Audit Practice. Build Your Legacy.
About Talley LLP
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
The Opportunity
Reporting directly to the Audit & Assurance Partner, the Senior Manager brings technical depth, leadership, and a client-first mindset to one of Talley's core practice areas. You'll lead process improvements, drive the adoption of new technology and AI tools, and work across departments to grow what Talley can offer its clients.This is a role for someone who wants to move quickly into a Client Service Manager (CSM) position, designing and delivering audit, assurance, and consulting engagements while spotting the next opportunity for a client before they have to ask for it. You'll do well here if you're comfortable in a fast-moving, entrepreneurial environment and want a real, performance-based path to Partnership rather than a fixed timeline.
What You'll Do
Lead and Grow the Practice- Help build stronger ties between Audit & Assurance and Talley's Tax, Legal, CAS, Consulting, and Wealth Management teams, and look for cross-selling opportunities beyond standard audit work
- Align audit deliverables with tax compliance and CAS processes so clients get one coordinated experience
- Use AI and other emerging tools to streamline your own work, and help guide adoption across the department
- Contribute to a multi-year goal of growing the Audit & Assurance practice past $5 million in revenue, including expansion into valuation services and broader firm-wide cross-selling
- Plan, execute, and document engagements from planning through fieldwork and reporting
- Build audit programs that balance interim and year-end work, and tailor your approach to each client's actual risk profile
- Design and test controls, prepare and review financial statements and disclosures, and draft reports for non-standard opinions when needed
- Research technical issues against authoritative guidance, and review workpapers for accuracy and completeness
- Bring real depth in industry-specific accounting, regulatory, and reporting issues
- Get to know your clients' operations, strategy, and financial systems well enough to flag issues before they become problems
- Serve as a trusted resource clients come to with questions, not just the person who signs off on their audit
- Respond quickly to client requests and resolve issues without needing to escalate every time
- Spot opportunities to bring in Tax, CAS, Consulting, or Legal services
- An existing client network is a plus, but it is not a requirement for this role
- Own engagements end to end, including budget, staffing, and timeline
- Delegate work thoughtfully and keep a close eye on how your team is performing against expectations
- Flag budget variances and significant accounting or reporting issues to the Partner early
- Keep deliverables and review notes moving so nothing sits
- Mentor staff beyond the day-to-day work, and push them to think critically rather than just follow a checklist
- Give feedback that's honest and useful, on a schedule people can count on
- Model the professionalism and accountability you want to see from your team
- Help evaluate and roll out new software, AI tools, and process improvements
- Run department meetings, after-action reviews, and training sessions
- Support the Partner on budgeting, variance tracking, and peer review
What We're Looking For
- Active CPA license (California) required
- Bachelor's degree in accounting or a related field
- 8 to 10 years of audit and assurance experience in public accounting, including at least 5 years in a management role
- Strong command of GAAP and auditing standards, with the judgment to apply both to situations that don't fit a template
- A genuine interest in using AI and other technology to work smarter, not just faster
- An independent, entrepreneurial mindset, comfortable owning outcomes rather than waiting to be told what to do
- Excellent written and verbal communication, and the interpersonal range to work well with clients, staff, and partners alike
- Familiarity with CCH Engagement, Knowledge Coach, and ARM is a plus, but not required
- Willingness to travel to client sites as needed
What Success Looks Like in Year One
- You've stepped into the Client Service Manager role on at least a few engagements
- You're a trusted, direct point of contact for your clients, not just their auditor
- You've helped roll out at least one meaningful process or AI improvement in the department
- You've mentored at least one staff member into a stronger technical performer
- You've identified real cross-selling opportunities into Tax, CAS, Consulting, or Legal
- You're building the track record that puts Partnership within reach
Why Talley
- A collaborative, entrepreneurial culture where your ideas reach the people who can act on them
- Exposure to a diverse, sophisticated client base of entrepreneurially driven businesses and high-net-worth individuals
- Direct integration with Talley's Tax, Legal, Consulting, and Wealth Management teams, so your work reaches further than a typical audit practice
- A firm actively investing in AI and process innovation, with a role built to help lead that shift
- A genuine, performance-based path to Partnership
Compensation
Competitive and commensurate with experience.Skills Required
- CPA license
- Proven experience leading complex audit and assurance engagements
- Experience in practice development, client relationship management, and business development
- Proven mentoring, coaching, and talent development experience
- Strong strategic thinking and problem-solving skills
- Familiarity with AI, workflow automation, advanced analytics, and process optimization
- Onsite full-time presence in Orange, California
- Demonstrated interest or track record toward partnership or firm leadership
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The Company
What We Do
Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results. At Talley & Company, we share the same entrepreneurial spirit that has helped propel your company to its current level of success.
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