Staff Tax Accountant

Talley LLP•Orange, CA

1d•$80,000 - $85,000•Hybrid

About The Position

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. 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.

Requirements

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
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
Prepare federal and state tax returns for: Individuals (1040), Partnerships (1065), S Corporations (1120-S), Corporations (1120), Trust and Fiduciary Entities
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

Nice To Haves

CPA or EA designation
1-3 years of tax preparation experience within a CPA firm

Responsibilities

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