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Audit & Assurance Partner

Talley LLP

Orange, CA

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Accounting, Artificial Intelligence (AI), Auditing, Automation, Budgeting, Business Development, Business Plan, Certified Public Accountant (CPA), Channel Strategies, Coaching, Consulting, Continuous Improvement, Cross-Selling, Customer Acquisition, Customer Relations, Customer Relationship Management (CRM), Customer Support/Service, Due Diligence, Ecosystems, Entrepreneurship, Estate Planning, Financial Control, Financial Management, Financial Reporting, Financial Services, Generally Accepted Accounting Principles (GAAP), Generally Accepted Auditing Standards (GAAS), Head of Finance, High Net Worth, Leadership, Legal, Long-Term Profit, MTA, Maintain Compliance, Marketing, Mentoring, Mergers and Acquisitions, Offshoring, Outsourcing, Process Improvement, Professional Services, Public Accounting, Quality Assurance, Quality Control, Regulatory Compliance, Relationship Management, Resource Management, Risk Analysis, Sales Management, Service Delivery, Strategic Planning, TWM (Tab Window Manager), Tax Planning, Tax Regulations, Team Building, Team Player, Technical Leadership, Thought Leadership, Wealth Management
LOCATION
Orange, CA
POSTED
9 days ago
Title: Audit & Assurance Partner
Firm: Talley LLP
Location: Orange, California (Hybrid)

About the Firm
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.
Position Summary
Talley LLP is seeking an Audit & Assurance Partner to lead and expand its audit and assurance practice. This role is ideal for an experienced public accounting leader ready to step into a client-facing partner role in a dynamic, multidisciplinary firm environment.
The incoming Partner will oversee existing client relationships, manage and develop the A&A team, and play a pivotal role in strategic firm growth—both through exceptional service delivery and through the expansion of a personal or firm-supported book of business.
You’ll work closely with other Partners and the executive team to integrate A&A solutions with Talley’s Tax, Legal, Consulting, and Wealth Management divisions, ensuring clients receive coordinated, high-value advisory support across the enterprise.
Key Responsibilities
Leadership & Strategic Growth
  • Lead the Audit & Assurance practice, including financial reporting, attestation, and advisory engagements.
  • Develop and execute a growth strategy to expand the practice to $5–7M+ in annual revenue within 3–5 years through new client acquisition, cross-selling, and thought leadership.
  • Provide strategic oversight and guidance to ensure effective collaboration across departments, fostering seamless integration of the Audit & Assurance function with Tax, CAS, Consulting, and Legal service lines.
  • Oversee and contribute to firmwide leadership initiatives by guiding budgeting, strategic planning, and partner-level discussions to ensure alignment with long-term growth objectives.
  • Represent Talley in the Orange County business community and relevant professional associations.
Client Advisory & Relationship Management
  • Serve as the engagement partner on audits, reviews, compilations, and special projects.
  • Provide technical guidance on complex accounting and reporting matters (ASC 606, ASC 842, etc.).
  • Advise privately held companies, family offices, and high-growth entrepreneurial clients.
  • Provide strategic direction to expand value-added advisory services, including internal controls, valuations, M&A due diligence, and process improvement consulting that deepens client relationships and accelerate firm growth.
  • Leverage the full Talley ecosystem to meet client needs including Audit, Tax, Legal, and Consulting.
Operational Excellence
  • Provide strategic oversight of engagement planning, risk assessment, and quality control processes to ensure compliance with professional standards and alignment with firm objectives.
  • Provide strategic oversight to ensure optimal resource allocation and workflow efficiency through the effective use of technology and AI-driven tools.
  • Provide leadership and guidance in the firm’s adoption of AI-driven audit tools, analytics, and automation to enhance efficiency and service quality.
  • Oversee participation in peer reviews, quality assurance initiatives, and firm governance activities to uphold professional standards and continuous improvement.
Team Development
  • Provide strategic leadership mentoring and developing the next generation of Audit & Assurance leaders, fostering a culture of excellence and continuous growth.
  • Oversee the delivery of structured feedback, professional development initiatives, and leadership training to cultivate a high-performing Audit & Assurance team.
  • Provide strategic oversight to attract, develop, and retain a high-performing Audit & Assurance team built on accountability, collaboration, and professional excellence.

Ideal Candidate Profile
  • Active CPA (California) required.
  • 15+ years of progressive public accounting experience with 5+ years at the Partner or Director level.
  • Provide leadership and oversight in managing and expanding a high-performing audit practice, driving client growth, profitability, and long-term firm value.
  • Demonstrate the ability to attract, advise, and retain privately held business clients through exceptional service, trust-based relationships, and value-driven advisory solutions.
  • Exhibit an entrepreneurial mindset focused on expanding the firm’s client base, driving practice growth, and building long-term equity value.
  • Provide firmwide leadership in the application and interpretation of GAAP, GAAS, and related assurance standards to ensure technical excellence and compliance across all engagements.
  • Demonstrate exceptional leadership, communication, and relationship management skills to inspire teams, strengthen client partnerships, and advance firm objectives.
  • Familiarity with CCH Engagement, Knowledge Coach, and AI-enabled tools preferred.
  • Leverage existing client relationships and develop new ones with the support of the firm’s dedicated resources, marketing initiatives, and business development infrastructure to accelerate practice growth.

Why Talley LLP
  • Integrated advisory model connecting tax, legal, consulting, and wealth management under one roof.
  • Hybrid work flexibility with headquarters in Orange, CA.
  • Collaborative culture—partner group values transparency, integrity, and innovation.
  • Entrepreneurial environment where you can shape your practice, influence firm direction, and share in long-term growth.
  • Competitive partner compensation with performance-based incentives and equity potential.

 

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