Jobs and Careers
TA
Project Management Associate
Talley LLPUnited Statesfull_timeVerifiedPosted 11 May 2026
About the role
Title: Project Management (PM) Associate / PMO Associate
Company: Talley LLP
Location: Orange County, CA (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”)—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 entrepreneurial 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:
Role Purpose
The PM Associate will strengthen Talley LLP’s operational and PMO capabilities by providing clear visibility into performance, utilization, and execution across professional services teams. This role supports firm leadership through data-driven insights, dashboard reporting, and project coordination, while helping scale Talley’s operational infrastructure within a time-and-billing professional services environment.
What Success Looks Like (12–18 Months)
A successful PMO Associate will:
Core Responsibilities
Required Experience
Candidates must demonstrate:
Company: Talley LLP
Location: Orange County, CA (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”)—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 entrepreneurial 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
Role Purpose
The PM Associate will strengthen Talley LLP’s operational and PMO capabilities by providing clear visibility into performance, utilization, and execution across professional services teams. This role supports firm leadership through data-driven insights, dashboard reporting, and project coordination, while helping scale Talley’s operational infrastructure within a time-and-billing professional services environment.
What Success Looks Like (12–18 Months)
A successful PMO Associate will:
- Deliver accurate, actionable dashboards tracking employee performance and utilization
- Improve leadership visibility into month-to-date, year-to-date, and budget vs. actual performance
- Support the smooth execution of cross-functional initiatives without creating operational bottlenecks
- Establish greater structure and discipline in operational reporting
- Reduce friction between leadership, operations, and service teams through clear communication and follow-through
Core Responsibilities
- Build and maintain employee performance dashboards (utilization, productivity, trends)
- Support PMO initiatives by tracking projects, timelines, milestones, and deliverables
- Assist leadership with resource planning, utilization tracking, and capacity analysis
- Coordinate cross-functional operational initiatives across audit, tax, legal, and administrative teams
- Prepare executive-ready reporting and analytics to support operational decision-making
- Identify opportunities for process improvement and operational efficiency
- Support time-and-billing environments (hourly, time & materials), including related documentation and reporting
Required Experience
Candidates must demonstrate:
- Experience within a CPA firm, legal firm, or professional services organization
- Background in operations, PMO, or administrative leadership
- Hands-on experience supporting professionals who bill time
- Proven ability to build or maintain performance dashboards and operational reporting
- Comfort working directly with senior leadership and handling sensitive data
- Exposure to or direct experience applyin
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