Firm Administrator

Talley LLP; Santa Ana (CA); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

Talley LLP is seeking a Firm Administrator to partner with the Chief Operating Officer and firm leadership to translate strategy into action. The role oversees the Administration department, aligns with Tax, Audit, CAS and Legal, and directs office operations, billing, and process improvements in a fast-paced environment.

Based in Orange, California, this onsite position requires strong people management, cross-functional collaboration, and a proactive approach to implementing new technologies

Qualifikationen

• Experience leading administrative teams to drive firm operations.
• Ability to align administration with busy season workflows across Tax, Audit, CAS and Legal.

Aufgaben

• Supervise Administration personnel, assign goals, evaluate performance, and coordinate hiring with HR Generalist.
• Oversee firm operations in administrative areas and ensure timely delivery of requests from partners and departments.
• Lead the Administrative team in adopting approved AI tools and improving processes.

Kenntnisse

Leadership

Operations

Strategic planning

People management

Cross-functional collaboration

Tools

AI adoption

Jobbeschreibung

Firm Administrator
Talley LLP
Orange, California
FT - Onsite

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, 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
• Technology-focused accounting, controller and CFO services
• M&A, growth-through-acquisition, and operational consulting delivered through TCG

Talley is a boutique firm with 50+ U.S.-based professionals and 20 to 30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals.

Position Summary

The Firm Administrator is the firm's integrator. The partners and the Chief Operating Officer set the strategy, and the Firm Administrator gets it executed. Reporting to the Chief Operating Officer, this leader turns firm priorities into clear plans, owners, and timelines at the staff level, keeps the work moving, and makes sure commitments are delivered. The Firm Administrator also leads the Administration department and the people who keep the firm running every day.

The role sits at the center of a growing, multidisciplinary firm. The Firm Administrator works across the Tax, Audit and Assurance, Client Accounting Services (CAS), and Legal teams, aligns administrative support with the tax and audit busy seasons, oversees the firm's standard operating procedures, billing and collections, office operations, and firm leadership support, and leads the administrative team in adopting approved artificial intelligence tools. It is an ideal seat for an operations leader who enjoys building structure, connecting people, and seeing initiatives through to completion.

The firm's Human Resources Generalist reports to the Firm Administrator for supervision only. Human resources work is not part of this role. Payroll, benefits administration, employee relations, recruiting, onboarding, learning and development, personnel records, and employment law compliance remain the responsibility of the Human Resources Generalist. The Firm Administrator sets priorities for the Human Resources Generalist, aligns that work with firm operating plans and busy season needs, and evaluates performance, but does not perform human resources functions.

Why Join Talley

• A seat at the center of the firm. The Firm Administrator works directly with the Chief Operating Officer and the partners and sees firsthand how strategic decisions become results across every department.
• A multidisciplinary platform. Talley brings audit, tax, client accounting, legal, capital, and wealth management services together in one organization, which means variety, exposure across practice areas, and meaningful operational challenges.
• Room to build. The firm has grown rapidly, and this role has the mandate to shape how the firm operates, from procedures and standards to meeting cadence and accountability.
• Modern tools. Talley is actively adopting artificial intelligence and practice technology, and this role leads that adoption within the administrative team.
• An established firm with a clear culture. Talley has served entrepreneurial businesses and their owners since 1989, with a work culture built on accountability, results, and exceptional client service.

Position Overview

• Title: Firm Administrator
• Department: Administration
• Reports to: Chief Operating Officer
• Supervises: Administration personnel, organized by functional area with a designated lead for each; Human Resources Generalist (supervision only)
• Functional areas: Strategy Execution; Firm Operations and Coordination; Standard Operating Procedures; Billing and Collections; Office Coordination; Firm Leadership Support; AI Adoption within Administration
• Works closely with: Partners and department leaders of Tax, Audit and Assurance, CAS, and Legal; Chief Financial Officer; Chief Technology Officer; Project Management Office
• Location: Orange, California (In-Office: Monday - Friday)

Key Responsibilities

1. Department Leadership

• Supervise all Administration personnel, including work assignment, goal setting, performance evaluation, and development, and coordinate with the Human Resources Generalist on hiring, onboarding, and corrective action.
• Supervise the Human Resources Generalist, including setting priorities, aligning work with firm operating plans and busy season needs, and evaluating performance. Human resources processes, compliance, and decisions on human resources matters remain with the Human Resources Generalist and are not performed by the Firm Administrator.
• Oversee and support firm operations in each administrative functional area, delegating day-to-day coordination while retaining accountability for the department's overall performance.
• Coordinate Administration departmental and individual performance goals, monitor results, and report on departmental performance to the Chief Operating Officer.
• Execute departmental priorities, assign work, and ensure that requests from partners and departments are completed accurately and on schedule.
• Foster a professional, collaborative work environment that supports employee engagement and retention.
• Lead the firm's Talley Community Outreach program.

2. Strategy Execution

• Turn firm priorities set by the partners and the Chief Operating Officer into practical operating plans, breaking each priority into staff level action items with clear owners, deliverables, and