• 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

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

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 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

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 that's 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

• 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

• 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

• 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

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