Tax Accountant

About Talley

Talley,LLP,alongwithitsaffiliatedentities—Talley Law Group (TLG),Talley Capital Group (TCG),andTalley

Wealth,LLCisafull-service financial,tax,legal,andconsultingfirmdedicatedtoservingentrepreneuriallydrivenbusinesses,high-net-worth individuals,andprofessionalathletes.

Unliketraditionalaccountingfirms,weoperateasbusinesspartners,notjustserviceproviders.

Ourmissionistogobeyondcompliance—helpingclientsmaximizeprofitability,navigatecomplexfinanciallandscapes,andachievelong-term success.

Sinceourfoundingin
1989,wehavebuiltareputationforbeingourclients’Most Trusted Advisor (MTA) bydeliveringtailored,forward-thinkingsolutionsthataddressbothchallengesandopportunities.

Weembraceanentrepreneurialmindsetthatdrivesinnovation,problem-solving,andstrategicgrowthforourclients.

• Audit&Assurance–Traditionalfinancialreportingwithastrategicapproach
• Tax Compliance&Planning–Proactive,experttaxstrategiestailoredtoclientneeds
• Business Consulting–Helpingbusinessesscaleefficientlyandsustainably
• Estate&Business Planning,M&A,andTax Law Services –DeliveredthroughTLG
• Outsourced Accounting,Controller,andCFOServices–ProvidedbyTCAS
• Mergers&Acquisitions,Growth Strategies,and Operational
  
  Consulting–LedbyTCG

Asaboutiquefirmwithover
50U.S.

-basedprofessionalsand
20-30offshore/outsourcedteammembers,wehaveexpandedrapidly,becomingoneof

Orange

County’sleadingprofessionalservicefirms.

Weembraceahybridworkculturethatbalancesflexibilitywithourcommitmenttoexceptionalclientservice.

Ourprofessionalsthriveinanenvironmentwhereaccountability,results,andcollaborationarekeydriversofsuccess.

Theidealcandidatewillreporttothe Tax Department Managerof Operationsandcollaboratecloselywithothertaxstaff ,partners,anddepartmentmanagers.

Wearelookingforsomeonewithstrongtechnicalskillswhoisdedicatedtobecomingan

MTAforourclients.

Thecandidatewillactivelyimprovedepartmentalprocesses,participateintraininganddevelopmentforteammembers,andsupportthefirm'sgrowthbyembracingourvariousserviceinitiatives.

Ourtaxstaffthrivesinadynamicandchallengingenvironment,andwevalueteamworkandcontinuousimprovement.

Thetaxstaffwillinteractwithvariousservicedepartmentsandtheadministrationteam.

Thispositioninvolvesdirectclientinteractionthroughouttheyearandofferstheopportunitytoquicklyadvancetoa Client Service Manager (CSM) role.

AsaCSM,youwilldevelopandimplementtaxservicesforclientsandidentifyadditionalwaystoassistwiththeirneeds.

• Time Management
• Exceptional Organization Skills
• Strong Communication skills
• Responsivenesstotime-sensitive items
• Attention to Detail
• Focusonclient
• Abilitytoworkindependently
• Team Collaboration
• Strong Leadership skills
• Transparency
• Strong Work Ethic
• Beingprofessionalandrespectfultoothers
• Positive Attitude

• Beabletopreparemorecomplexentity-levelandindividualtaxreturns,including multi-state,consolidated,foreignbankreporting,etc.
• Abilitytoreviewlesscomplextaxreturnspreparedbystaffandoutsourcedproviders.
• Fundamentalunderstandingoftaxlawandabilitytoprovideclientrecommendationsforpossibletax-saving opportunities
• Abilitytoperformfundamentaltaxresearch
• Addressgovernmentagency'staxnotifications
• Abilitytoprepare Trust Tax returns

• Clientinteractionandliaisonforvarioustaxprojects,includinggatheringappropriateinformationandresolvingtax-relatedproblemsandnotices
• Abilitytoreviewandidentifytaxplanningopportunities
• Providecontinuoustaxreturnprocessduringtheyearbyinteractingwithclientsandstayingcurrentonchangestotheclient'staxsituation
• Providesuperiorservicetoourclientssuchthattheclientsprovidereferralstotheirfriendsandcolleagues.

• Participateinrecruitingtaxdepartmentstaffandinterns
• Providetechnicalon-the-job(OTJ) trainingtotaxpreparersandoutsourceproviders.
• Provideinformalmentoringtostaffmembers
• Participationindepartmentactivitiesasateamplayeronbehalfofthedepartmentandthefirm.
• Demonstrateanabilitytointeractwithandworkasateammember.
• Participateinaminimumof
  40hoursofCPEperyearandsharewithdepartmentandfirmpersonnel
• Abilityanddesiretocontinuetodeveloptechnical,personal,andinterpersonalskillsandtoparticipateinthe
  
  MTAlearningprogram.

• Followdepartmentpoliciesandprocedures
• Identifya…