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Assurance Senior Manager

Talley LLP


Job Location:

Orange, CA - USA

Monthly Salary: Not provided by the employer
Posted: 3 September 2026 (4 days ago)
Application Deadline: 1 December 2026
Vacancies: 1 Vacancy

Job Summary

SENIOR MANAGER OF AUDIT & ASSURANCE
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 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 delivered 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.
The Opportunity
Reporting directly to the Audit & Assurance Partner the Senior Manager brings technical depth leadership and a client-first mindset to one of Talleys core practice areas. Youll 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. Youll do well here if youre comfortable in a fast-moving entrepreneurial environment and want a real performance-based path to Partnership rather than a fixed timeline.
What Youll Do
Lead and Grow the Practice
  • Help build stronger ties between Audit & Assurance and Talleys 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
Own Technical Work
  • 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 clients 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
Build Client Relationships
  • 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
Run Engagements
  • 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
Develop Your Team
  • Mentor staff beyond the day-to-day work and push them to think critically rather than just follow a checklist
  • Give feedback thats honest and useful on a schedule people can count on
  • Model the professionalism and accountability you want to see from your team
Lead the Department
  • 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 Were Looking For
  • Active CPA license (California) required
  • Bachelors 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 dont 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
  • Youve stepped into the Client Service Manager role on at least a few engagements
  • Youre a trusted direct point of contact for your clients not just their auditor
  • Youve helped roll out at least one meaningful process or AI improvement in the department
  • Youve mentored at least one staff member into a stronger technical performer
  • Youve identified real cross-selling opportunities into Tax CAS Consulting or Legal
  • Youre 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 Talleys 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.


Required Experience:

Senior Manager


About Company

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Talley, LLP is the premier consulting and financial services firm dedicated to advising high-net-worth individuals and their closely-held entities with strategic business solutions that deliver meaningful results.

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