Audit and Tax Preparer

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
Title: Tax Accountant
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. 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
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.

The ideal candidate will report to the Tax Department Manager of Operations and collaborate closely with other tax staff, partners, and department managers. 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.
Must Have Qualities Time Management
Technical Skills Prepare federal and state tax returns for: Individuals (1040)
Partnerships (1065)
Software Exposure: CCH Axcess, ProSystem fx, UltraTax, GoSystem, or similar tax software
Microsoft Excel including: formulas,
data analysis,
and reconciliations

Tax Research Platforms
Microsoft Copilot
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
Training and Personnel Provide technical on-the-job (OTJ) training to tax preparers and outsourced providers.
Provide informal mentoring to staff accountants and new team members
Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program.
Follow department policies and procedures.
Identify and share opportunities for process improvements.
Assist as liaison for outsourced tax preparers.
Successful applicants will have a minimum of 3-5 years' experience preparing tax returns for high-net-worth individuals at a CPA firm. Active CPA or EA designation
Bachelor’s Degree in Accounting
Strong project management and time management skills are necessary
Financial and accounting experience; tactful, mature, professional and flexible.
Ability to operate independently and “self-manage” projects
High energy level, comfortable performing multifaceted projects in conjunction with everyday activities
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.