The Role
Prepare federal and state individual, partnership, corporate, and fiduciary tax returns; assist with tax projections, planning, and research; communicate with clients and teams; use tax software and Excel; leverage AI and automation to improve workflows; participate in process improvements and professional development within a CPA firm environment.
Summary Generated by Built In
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:
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
AI tools such as:
Successful candidates will demonstrate:
A successful Tax Staff Accountant will:
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.
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
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
- 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
- Prepare federal and state tax returns for:
- Individuals (1040)
- Partnerships (1065)
- S Corporations (1120-S)
- Corporations (1120)
- Trust and Fiduciary Entities
- CCH Axcess, ProSystem fx, UltraTax, GoSystem, or similar tax software
- Microsoft Excel including:
- Formulas
- Pivot Tables
- Data Analysis
- Reconciliations
AI tools such as:
- Chat GPT
- Claude
- Microsoft CoPilot
- Other workflow and automation and AI tools
- 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
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
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
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.
Skills Required
- Bachelor's degree in accounting
- Prepare federal and state tax returns for individuals (1040), partnerships (1065), S corporations (1120-S), corporations (1120), and trusts/fiduciaries
- Experience with tax software (CCH Axcess, ProSystem fx, UltraTax, GoSystem or similar)
- Proficiency with Microsoft Excel (formulas, pivot tables, data analysis, reconciliations)
- Understanding of accounting and tax fundamentals
- Strong organizational, time management, and ability to manage multiple deadlines
- Strong written and verbal communication skills
- Attention to detail and analytical thinking
- Ability to work independently and collaboratively in teams
- 1-3 years of tax preparation experience within a CPA firm
- CPA or EA designation
- Familiarity with AI and tax research tools (ChatGPT, Claude, Microsoft Copilot) and workflow automation
- Professionalism, coachability, strong work ethic, and client focus
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The Company
What We Do
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. At Talley & Company, we share the same entrepreneurial spirit that has helped propel your company to its current level of success.
