Job Description
About Talley
Talley, LLP, along with its affiliated entities—Talley Law Group (TLG), Talley Capital Group (TCG), and Talley Wealth, LLC is a full-service financial, tax, legal, and consulting firm dedicated to serving entrepreneurially driven businesses, high-net-worth individuals, and professional athletes.
Unlike traditional accounting firms, we operate as business partners, not just service providers. Our mission is to go beyond compliance—helping clients maximize profitability, navigate complex financial landscapes, and achieve long-term success.
Our Commitment to Clients Since our founding in 1989, we have built a reputation for being our clients’ Most Trusted Advisor (MTA) by delivering tailored, forward-thinking solutions that address both challenges and opportunities. We embrace an entrepreneurial mindset that drives innovation, problem-solving, and strategic growth for our clients.
Our Services - Audit & Assurance – Traditional financial reporting with a strategic approach
- Tax Compliance & Planning – Proactive, expert tax strategies tailored to client needs
- Business Consulting – Helping businesses scale efficiently and sustainably
- Estate & Business Planning, M&A, and Tax Law Services – Delivered through TLG
- Outsourced Accounting, Controller, and CFO Services – Provided by TCAS
- Mergers & Acquisitions, Growth Strategies, and Operational Consulting – Led by TCG
As a boutique firm with over 50 U.S.-based professionals and 20-30 offshore/outsourced team members, we have expanded rapidly, becoming one of Orange County’s leading professional service firms.
We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability, results, and collaboration are key drivers of success.
Position Summary The ideal candidate will report to the Tax Department Manager of Operations and collaborate closely with other tax staff, partners, and department managers. We are looking for someone with strong technical skills who is dedicated to becoming an MTA for our clients. The candidate will actively improve departmental processes, participate in training and development for team members, and support the firm's growth by embracing our various service initiatives. Our tax staff thrives in a dynamic and challenging environment, and we value teamwork and continuous improvement.
The tax staff will interact with various service departments and the administration team. This position involves direct client interaction throughout the year and offers the opportunity to quickly advance to a Client Service Manager (CSM) role. As a CSM, you will develop and implement tax services for clients and identify additional ways to assist with their needs.
Essential Functions of the Position Qualities - Time Management
- Exceptional Organization Skills
- Strong Communication skills
- Responsiveness to time-sensitive items
- Attention to Detail
- Focus on client
- Ability to work independently
- Team Collaboration
- Strong Leadership skills
- Transparency
- Strong Work Ethic
- Being professional and respectful to others
- Positive Attitude
Technical Skills - Be able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc.
- Ability to review less complex tax returns prepared by staff and outsourced providers.
- Fundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities
- Ability to perform fundamental tax research
- Address government agency's tax notifications
- Ability to prepare Trust Tax returns
Client Service - Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices
- Ability to review and identify tax planning opportunities
- Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation
- Provide superior service to our clients such that the clients provide referrals to their friends and colleagues.
Training and Personnel - Participate in recruiting tax department staff and interns.
- Provide technical on-the-job (OTJ) training to tax preparers and outsource providers.
- Provide informal mentoring to staff members.
- Participation in department activities as a team player on behalf of the department and the firm.
- Demonstrate an ability to interact and work as a team member.
- Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel
- Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program.
Department - Follow department policies and procedures.
- Identify and look for process improvement ideas.
- Participate in weekly department meetings.
- Assist as liaison with outsourced tax preparers.
Preferred Attributes
Successful applicants will have a minimum of 2-4 years' experience preparing tax returns in a CPA firm.
- Active CPA preferred
- Bachelor’s Degree in Accounting is required.
- Strong project management and time management skills are necessary
- Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation.
- Customer service focus
- Ability to get along well with diverse personalities; tactful, mature, and flexible.
- Ability to operate independently and “self-manage” projects.
- Result-and profit-oriented, with the ability to balance other business considerations.
- Strong analytical and reasoning abilities.
- High energy level, comfortable performing multifaceted projects in conjunction with everyday activities.
- Superior numeric skills.
- Excellent written and verbal communication skills.
- Ability to communicate and actively support the values of the firm and communicate these values to others
Job Tags
Full time, Flexible hours,