Talley LLP · 3 weeks ago
Audit and Assurance Partner
Orange, CA
Full-time
Hybrid
Director/Executive
15+ years expTalley LLP is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses. They are seeking an Audit & Assurance Partner to lead and expand their audit and assurance practice, oversee client relationships, and contribute to strategic growth within a multidisciplinary firm environment.
ConsultingFinancial ServicesProfessional Services
Responsibilities
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
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
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
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
Qualification
Required
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
Preferred
Familiarity with CCH Engagement, Knowledge Coach, and AI-enabled tools preferred
Benefits
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.
Company
Talley LLP
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lee R.
Functional CFO
Matthew Talley
Partner
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