Sr Audit & Assurance Manager
Sr Audit & Assurance Manager
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Job Description
Senior Audit & Assurance Manager
Talley LLP
Orange California (Hybrid)
About the Firm
Talley LLP and its affiliated entitiesTalley 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 clients Most Trusted Advisor (MTA) by delivering global solutions to our clients 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 deliveried through TCG
Talley is a boutique firm with 70 U.S.-based professionals and 2030 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.
Position Summary
Reporting directly to the Audit & Assurance Partner and working across departments the Senior Audit & Assurance Manager will bring strong technical expertise leadership and a client-first mindset. This individual will lead process improvements technology adoption (including AI) and cross-functional integration while helping to fuel firm growth by leveraging Talleys full suite of services.
The Senior A&A Manager thrives in a fast-paced entrepreneurial environment embraces challenges with agility and quickly assumes the role of Client Service Manager (CSM)responsible for designing and delivering A&A and consulting engagements while proactively identifying additional client needs.
Essential Functions
Strategic Priorities
- Integration & Collaboration: Boost cooperation between A&A and other departments (Tax Legal CAS Consulting Wealth Management Project Management Office) and seek cross-selling beyond standard A&A services.
- Tax Compliance Integration: Align A&A deliverables with tax compliance and CAS processes.
- AI Integration: Use AI and affordable resources to streamline workflows for individuals and teams.
- Client: Engage clients and prospects collaborate take on technical tasks as needed deliver quality and apply cost-effective strategies. Contribute unique skills maintain a strong professional network; client portfolio is preferred but not required.
- Process: Review workflows for best practices combine CASAudit and AuditTax projects and use advanced technology and AI. Practice effective time and project management daily.
- People: Mentor staff beyond routine tasks and encourage ongoing learning especially in AI.
- Revenue: Expand A&A practice to $5M in 35 years by pursuing valuation ($200400k annually) consulting and firm-wide cross-selling.
Technical Competence
- Plan execute and document the A&A lifecycleplanning fieldwork and reporting.
- Develop audit/assurance programs that balance interim and year-end phases.
- Innovate by deploying best practices advanced software and AI-driven tools.
- Tailor approach to each clients risk environment.
- Design and test controls; integrate internal procedures into overall plans.
- Prepare and review financial statements disclosures and reports.
- Draft reports for non-standard opinions when necessary.
- Research authoritative guidance to resolve technical issues.
- Review workpapers to confirm accuracy compliance and completion.
- Demonstrate knowledge of industry-specific accounting regulatory and reporting issues.
Client Service
- Understand client operations strategies and financial systems.
- Monitor external industry factors and advise clients on implications.
- Earn client trust and serve as a resource for inquiries.
- Cultivate and grow long-term relationships.
- Respond promptly to client requests and resolve issues efficiently.
- Identify cross-selling opportunities across Tax CAS Consulting and Legal.
- Adapt communication style to diverse client personalities.
Engagement Management
- Oversee engagements from planning through completion.
- Manage multiple projects and staff simultaneously.
- Delegate effectively and monitor staff performance against objectives.
- Anticipate staffing needs and adjust as circumstances change.
- Monitor progress against budget; report variances to Partner.
- Ensure timely completion of deliverables and Partner review notes.
- Communicate significant accounting auditing or reporting issues to Partner.
Staff Development
- Delegate strategically to encourage professional growth.
- Provide coaching technical training and constructive reviews.
- Offer timely balanced feedback and mentorship.
- Model professionalism and accountability.
- Challenge staff to think critically and innovate.
Department Leadership
- Uphold and enforce departmental policies.
- Evaluate and implement new software AI tools and process improvements.
- Lead departmental meetings after-action reviews and training.
- Assist Partner with budgeting variance monitoring and peer review.
Preferred Attributes
- Minimum 810 years of audit/assurance experience (including 5 years in management).
- Active CPA (CA) required.
- Bachelors degree in accounting or a related field is required.
- Strong project and time management skills.
- Advanced financial/accounting expertise with creativity and autonomy.
- High client-service orientation.
- Collaborative tactful and flexible interpersonal style.
- Independent entrepreneurial and profit-focused mindset.
- Strong analytical and reasoning skills.
- Excellent written and verbal communication skills.
- High energy able to manage multiple priorities.
- Familiarity with CCH Engagement Knowledge Coach and ARM preferred but not required.
Travel
Must be willing and able to travel to client offices.
Compensation
Competitive and commensurate with experience.
Required Experience:
Senior Manager
Employment Type
Full-Time
