Talley LLP and its affiliated entities, Talley Law Group, LLP ("TLG"), Talley Capital Group, LLC ("TCG"), and Talley Wealth Management, LLC ("TWM") (collectively, "Talley"), form 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 manage their financial affairs and achieve their business objectives profitably and efficiently. Our professionals strive to become each client's Most Trusted Advisor (MTA) by delivering global solutions to complex challenges and opportunities. Our services include:
Audit & Assurance services, including financial reporting
Tax compliance, planning, and proactive advisory services
Business consulting
Estate planning, business planning, M&A, and tax law services through TLG
Outsourced accounting, controller, and CFO services
M&A, growth-through-acquisition, and operational consulting 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 and continues to be recognized as a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, collaboration, innovation, and exceptional client service.
Position Summary
The Audit Associate will work closely with the Audit & Assurance Manager and engagement teams to support the execution of audit and assurance engagements for privately held businesses and high-net-worth clients across a variety of industries. This role is ideal for an accounting professional seeking to build a strong foundation in public accounting while gaining hands-on exposure to audit procedures, financial reporting, client interaction, and professional development within a collaborative environment.
Key Responsibilities
Audit & Assurance Support
Assist with audit and assurance engagements from planning through completion
Perform audit testing and document procedures in accordance with firm standards
Prepare workpapers, schedules, and supporting documentation
Assist in the preparation of financial statements and related disclosures
Participate in walkthroughs, risk assessments, and internal control testing
Ensure work is completed accurately and on time
Technical & Analytical Responsibilities
Apply GAAP and auditing standards to engagement assignments
Analyze financial data and identify inconsistencies or unusual trends
Research accounting and audit-related issues as assigned
Utilize firm technology and audit software to improve efficiency and accuracy
Client Service
Maintain professional communication with clients and engagement teams
Respond promptly to requests for information and documentation
Develop an understanding of client operations, systems, and business processes
Demonstrate professionalism and a client-service mindset throughout engagements
Team Collaboration & Development
Collaborate effectively with managers, seniors, and peers
Accept coaching and feedback to support professional growth
Participate in internal training and continuing education opportunities
Contribute to a positive and collaborative team environment
Qualifications
Bachelor's degree in Accounting or a related field required
CPA eligibility preferred, or actively pursuing CPA licensure
1–3 years of public accounting or relevant accounting experience
Basic understanding of GAAP and auditing principles
Strong analytical, organizational, and communication skills
Proficiency in Microsoft Office applications, including Excel
Ability to manage multiple assignments and meet deadlines
Strong attention to detail and commitment to quality work
Experience with CCH Engagement or Knowledge Coach is a plus
Travel
Ability to travel to client sites as needed
Compensation
Competitive and commensurate with experience
Why Talley?
Collaborative and entrepreneurial culture
Exposure to a diverse and sophisticated client base
Mentorship and career development opportunities
Integration across tax, legal, and consulting service lines
Commitment to innovation and emerging technologies
Opportunity for long-term growth and advancement within the firm