Senior Assurance Associate

Job Description

Job Description

Senior Assurance Associate
Talley LLP | Remote (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"), 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 flexible, results-driven culture built on accountability, collaboration, innovation, and exceptional client service.

Position Summary
The Senior Assurance Associate plays a key role on audit and assurance engagement teams, collaborating closely with Managers to execute engagements for high-net-worth individuals, privately held businesses, and nonprofit organizations across a variety of industries.
This role is ideal for an experienced audit professional who works well independently, takes ownership of engagement sections with minimal oversight, and is comfortable operating in a primarily virtual, remote-first team environment.

Work Arrangement
This is a remote position, with in-person office collaboration required approximately once per month. Given the virtual nature of the role, the Senior Assurance Associate must be highly independent, self-directed, and comfortable managing their own workload and communicating proactively without daily in-person supervision.

Key Responsibilities
Audit & Assurance Execution

• Independently plan, execute, and complete assigned sections of audit and assurance engagements with minimal supervision
• Perform and review audit testing procedures, ensuring compliance with firm and professional standards
• Prepare and review workpapers, schedules, and supporting documentation for accuracy and completeness
• Draft financial statements and related disclosures for Manager and Partner review
• Lead walkthroughs, risk assessments, and internal control testing, identifying issues requiring escalation
• Manage engagement timelines and deliverables, ensuring work is completed accurately and on schedule

Technical & Analytical Responsibilities

• Apply GAAP and auditing standards across a range of engagement types, including private company and nonprofit clients
• Analyze financial data to identify inconsistencies, unusual trends, or areas of audit risk
• Research complex accounting and audit-related issues and present findings to engagement leadership
• Actively use AI-enabled tools in day-to-day work to improve engagement efficiency, accuracy, and turnaround, not merely general familiarity with them
• Utilize firm technology and audit software to manage engagements effectively; experience with Caseware Cloud is a plus

Client Service

• Serve as a primary point of contact for clients on day-to-day engagement matters
• Build and maintain strong client relationships through proactive, professional communication
• Develop a deep understanding of client operations, systems, and industries, particularly within private company and nonprofit sectors
• Anticipate client needs and respond promptly to requests for information and documentation

Team Collaboration & Development

• Provide guidance, coaching, and review of work performed by Associates and Interns
• Collaborate effectively with Managers and Partners in a primarily virtual team environment
• Participate in internal training and continuing education opportunities
• Contribute to a positive, accountable team culture despite a remote-first structure

Qualifications

• Bachelor’s degree in accounting or a related field required
• CPA license preferred
• 2–5 years of audit and assurance experience in public accounting
• Private company and/or nonprofit audit experience strongly preferred
• Strong working knowledge of GAAP and auditing standards
• Demonstrated ability to work independently and autonomously in a remote environment, managing time and priorities with minimal oversight
• Hands-on, practical experience using AI tools in day-to-day accounting or audit work, beyond basic familiarity
• Proficiency in Microsoft Office applications, including advanced Excel skills
• Experience with Caseware Cloud is a plus
• Strong analytical, organizational, and communication skills
• Ability to manage multiple engagements and deadlines simultaneously
• Strong attention to detail and commitment to quality work

Travel

• Ability to travel to client sites as needed

Compensation & Growth

• Competitive, market-aligned compensation
• Defined growth opportunities and a clear path for advancement within the Audit & Assurance practice

Why Talley?

• Collaborative, entrepreneurial culture with the flexibility of a remote-first role
• Exposure to a diverse and sophisticated client base, including private companies and nonprofit organizations
• Mentorship and career development opportunities
• Integration across tax, legal, and consulting service lines
• Genuine commitment to innovation, including practical, everyday use of AI tools
• Opportunity for long-term growth and advancement within the firm

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