What are the responsibilities and job description for the Audit & Assurance Manager position at Talley LLP?
Audit & Assurance Manager (Hybrid)
Talley LLP
Orange, California
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:
Position Summary
The Assurance Manager will work closely with Audit & Assurance leadership to manage client engagements, lead fieldwork, and support team development. This role requires strong technical expertise, effective project management, and a client-focused mindset.
The Assurance Manager serves as a key point of contact for clients and plays a critical role in delivering high-quality audit and assurance services while identifying opportunities to add value through cross-functional collaboration.
Key Responsibilities
Engagement Management
Talley LLP
Orange, California
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
Position Summary
The Assurance Manager will work closely with Audit & Assurance leadership to manage client engagements, lead fieldwork, and support team development. This role requires strong technical expertise, effective project management, and a client-focused mindset.
The Assurance Manager serves as a key point of contact for clients and plays a critical role in delivering high-quality audit and assurance services while identifying opportunities to add value through cross-functional collaboration.
Key Responsibilities
Engagement Management
- Manage audit and assurance engagements from planning through completion
- Coordinate timelines, budgets, and deliverables across multiple engagements
- Review staff workpapers and ensure accuracy, completeness, and compliance
- Communicate engagement status, risks, and key issues to senior leadership
- Ensure timely completion of deliverables and resolution of review notes
- Plan and perform audit and assurance procedures, including risk assessment and testing
- Prepare and review financial statements and related disclosures
- Apply GAAP and relevant auditing standards to client engagements
- Research and resolve technical accounting and auditing issues
- Identify opportunities to improve audit quality and efficiency through technology
- Build and maintain strong client relationships
- Serve as a primary point of contact for day-to-day client communications
- Understand client operations, systems, and industry trends
- Respond to client inquiries in a timely and professional manner
- Identify cross-selling opportunities across Tax, CAS, Consulting, and other service lines
- Supervise, mentor, and develop staff and seniors
- Delegate work effectively and provide ongoing feedback
- Support training initiatives and encourage professional development
- Foster a collaborative and high-performance team environment
- Contribute to process improvements and workflow efficiencies
- Utilize firm technology and tools (including AI where applicable) to enhance productivity
- Collaborate with other departments to deliver integrated client solutions
- Bachelor’s degree in Accounting or related field required
- Active CPA license required
- 5–8 years of public accounting experience in audit/assurance
- Prior experience supervising and reviewing staff work
- Strong knowledge of GAAP and auditing standards
- Excellent project management and organizational skills
- Strong analytical, problem-solving, and communication skills
- High level of professionalism and client service orientation
- Experience with CCH Engagement, Knowledge Coach, and ARM is a plus
- Ability to travel to client sites as needed
- Competitive and commensurate with experience
- Collaborative, entrepreneurial culture
- Exposure to a diverse and sophisticated client base
- Opportunity for growth and advancement
- Integration across tax, legal, and consulting services
- Commitment to innovation, including the use of emerging technologies