Tax Preparer CPA Required

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

Prepare federal and state tax returns for: 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

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 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.