Staff Tax Accountant

Full-time

Talley LLP

Company: Talley LLP
Title: Tax Staff Accountant
Location: Orange, California (Hybrid)
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, 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
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, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals.
Position Summary
The Tax Staff Accountant functions well in a dynamic, growth-oriented professional services environment and will assist the tax team with the preparation of individual and entity tax returns, tax projections, tax research, and client service activities.
This role provides an excellent opportunity for an emerging tax professional to develop technical tax expertise, gain exposure to high-net-worth and closely held business clients, and grow within a collaborative CPA firm environment.
Essential Functions of the Position
Must Have 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
Expected Deliverables
Prepare individual, partnership, corporate, and fiduciary tax returns with supervision
Assist with tax projections, tax planning, and tax research projects
Develop knowledge of firm processes, tax software, and workflow systems
Communicate with clients and internal teams regarding tax documentation and information requests
Participate in process improvement and operational efficiency initiatives
Utilize AI and emerging technologies to improve productivity and workflow efficiency
Develop professionally through training, mentorship, and continuing education
Technical Skills
Prepare federal and state tax returns for:
Individuals (1040)
Partnerships (1065)
S Corporations (1120-S)
Corporations (1120)
Trust and Fiduciary Entities
Software Exposure
CCH Axcess, ProSystem fx, UltraTax, GoSystem, or similar tax software
Microsoft Excel including:
Formulas
Pivot Tables
Data Analysis
Reconciliations
Tax Research Platforms
AI tools such as:
Chat GPT
Claude
Microsoft CoPilot
Other workflow and automation and AI tools
Desired Qualifications
Bachelor’s degree in accounting - required
CPA or EA designation – preferred
1-3 years of tax preparation experience within a CPA firm preferred
Understanding of accounting and tax fundamentals
Exposure to tax preparation software and Excel
Strong organizational and time management skills
Ability to manage multiple deadlines in a fast-paced environment
Strong written and verbal communication skills
Strong attention to detail and analytical thinking skills
Positive attitude and willingness to learn
Behavioral Competencies
Successful candidates will demonstrate:
Strong work ethic and accountability
Coachability and willingness to learn
Professionalism and responsiveness
Team-oriented mindset
Ability to work independently in a remote environment
Strong communication and follow-through
Intellectual curiosity and growth mindset
Ability to adapt in an evolving and technology-forward environment
What Success Looks Like (12–18 Months)
A successful Tax Staff Accountant will:
Prepare accurate tax returns efficiently and on time
Develop strong technical tax knowledge
Build trusted relationships with clients and internal teams
Demonstrate increasing ownership and accountability
Improve workflow efficiency through organization and technology utilization
Successfully manage busy season deadlines
Progress toward CPA licensure and long-term career development
Compensation & Benefits
Talley LLP offers competitive compensation, bonus opportunities, comprehensive benefits, ongoing professional development, CPA support, mentorship, and long-term career growth opportunities within a collaborative and entrepreneurial environment.
Compensation is commensurate with experience, technical ability, and educational background.

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Vacancy posted 26 days ago

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