Talley LLP · 2 days ago
Tax Associate
Orange, CA
Full-time
Hybrid
Entry, Mid Level
$80K/yr - $90K/yr
2+ years expTalley LLP is a full-service financial, tax, legal, and consulting organization. They are seeking a Tax Associate to collaborate closely with the tax department, improve departmental processes, and provide superior client service while participating in training and development for team members.
ConsultingFinancial ServicesProfessional Services
Hiring Manager
Daniel Proia
Responsibilities
Prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc
Review less complex tax returns prepared by staff and outsourced providers
Provide client recommendations for possible tax-saving opportunities
Perform fundamental tax research
Address government agency's tax notifications
Prepare Trust Tax returns
Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices
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
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
Participate in department activities as a team player on behalf of the department and the firm
Identify and look for process improvement ideas
Participate in weekly department meetings
Assist as liaison with outsourced tax preparers
Qualification
Required
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
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
Provide superior service to our clients such that the clients provide referrals to their friends and colleagues
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
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
Successful applicants will have a minimum of 2-4 years' experience preparing tax returns in a CPA firm
Active CPA required
Bachelor's Degree in Accounting is required
Software: CCH Engagement
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
Company
Talley LLP
Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Lee R.
Functional CFO
Matthew Talley
Partner
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