Job Description

About the Firm  

Talley, LLP , and its affiliated entities, Talley Law Group , LLP (“ TLG ”), Talley Capital Group , LLC (“ TCG ”) and Talley Client Accounting Services , LLC (“ TCAS ” fka Group 11) (collectively “Talley”) is a full service financial, tax, legal and consulting organization designed to meet the needs of entrepreneurially driven businesses and their owners . T alley look s to serve clients as business partners and not merely as providers of traditional accounting or tax services. Talley is continuously in search of more effective ways to improve clients' bottom line and where suitable, seek to act in an advisory role adding knowledge and expertise .  

Talley, LLP , was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. The professionals at Talley strive to become their client ’ s Most Trusted Advisor (“ MTA ”), providing global solutions to the challenges and opportunities facing Talley’s clients and their business.  

Talley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur:  

• Audit and assurance services, including traditional financial reporting  

• Tax compliance  

• Tax planning and proactive advice  

• Business consulting  

• Estate planning, business planning, M&A and tax law services delivered through TLG  

• Outsource accounting, controller and CFO services, delivered through TCAS  

• Mergers & acquisition, growth through acquisition and operational consulting delivered through TCG  

Working in an entrepreneurial environment is not for the faint of heart. In order to serve clients at the highest level, Talley expect s its professionals to be committed to the highest quality of advice and service. It is a culture of accountability and results. Talley is a boutique firm of over 50 US based team members and 20-30 offshore and outsourced team members. Talley’s office is located in Orange, CA. Talley ha s grown rapidly over the past few years, becoming one of the prominent professional service firms in Orange County. Talley embrace s a hybrid work culture, emphasizing client service and quality provided by professional, competent and motivated individuals.  

Position Summary  

The Tax Advisory and Research Consultant will serve in a dynamic, challenging and growth environment and will:  

• B e comfortable using artificial intelligence (AI) tools and platforms and be able to demonstrate how they leverage AI in their tax research practice to enhance efficiency, accuracy, and strategic insight.  

• Understand the firm’s programs and processes , especially with respect to advisory , review and planning software ; legal research tools , such as Lexis Nexis ; and technical tax research , tax advisory and drafting , such as Checkpoint, are essential .  

• Participate in client meetings and assist in serving their needs .  

• Provide e xperience with corporate , partnership, and international tax matters. The candidate should preferably have experience with, and interest in, the taxation of high-net-worth families, family offices and closely - held businesses.  

• S pecialize in tax and legal structures as the y apply to LLCs, corporation s , partnerships , trusts, tax-exempt entities and privately - held entities.  

• Advis e clients on a variety of tax issues including accounting for tax provisions, tax compliance, business restructuring, and tax controversy.  

• R eview basic to complex income tax returns and tax projections.  

• Demonstrate advanced technical expertise , e.g. , through advanced education and/ or continuing education oriented toward an advanced skill set or industry expertise .  

• U nderstand and be capable of introducing services to clients into other Talley service areas such as TLG, T C G, TCAS , Assurance, etc.  

  The Tax Advisory a nd Research Consultant will interact with all the firm’s service departments and the administration team. This position will eventually have direct client interaction throughout the year .  

Essential Functions of the Position  

Technical Skills   

• Initially, demonstrate a solid educational foundation with a degree in accounting, an advanced degree in and knowledge of taxation , and an ability to understand accounting principles.  

• Candidate must demonstrate experience with AI-assisted legal and tax research platforms such as Bloomberg BNA, Lexis Nexis, and GPT-based tools. They should be capable of critically evaluating AI-generated content, integrating it into technical memos, and using it to identify tax planning opportunities.  

• Be able to review complex entity and individual tax returns , including at least some experience with multi - state, consolidated , foreign reporting, etc.  

• Demonstrate advanced understanding of tax law and ability to provide client recommendations for possible tax - saving opportunities .  

• Assist tax consulting personnel and tax managers in performing various tax strategy analysis and computations of benefits and impact of such strategies .    

• Address government agenc y tax notifications , document requests and audit support.  

• Ability to perform tax research ; prepare technical tax memorandum; and communicate contents and concepts with clients and professional staff .  

Demonstrate experience with t he elements of the following:  

• Mergers and acquisitions .  

• Corporate governance and business operations for relevant jurisdictions , i.e. , California, Nevada and Delaware .  

• Joint ventures and strategic relationships .  

• Business reorganizations .  

• Debt financing .  

Client Service  

• Client interaction and liaison for various tax projects , including obtaining appropriate information and resolv ing t ax - related problems and notices.   

• Ability to review and identify tax planning opportunities and discuss them with clients .  

• Provide continuous tax return review support during the year by interacting with client s  

• Provide superior service to our clients , such that the clients provide referrals to their friends and colleagues .   

Training and Personnel  

• Develop a personal Balance Score C ard (“BSC”) , designed to define steps needed to grow and achieve personal and professional objectives , compatible with firm needs .  

• Provide technical on - the - job training to tax preparers and outsource providers.  

• Participat e and present in department activities as a team player on behalf of the department and the firm.  

• Demonstrate a bility to interact and work as a team member .    

• Be in compliance with professional CPE /CLE requirements.  

• Implement personal growth plan to increase technical skills.  

Key Deliverables  

The most significant accomplishment will be t o hav e The Tax Advisory and Research Consultant continue to maintain the role of a highly skilled technical tax professional, who will be prepared to participate in the tax and legal department and in management . Th is person will support the tax and legal department and firm management to achieve the firm’s business objectives . To accomplish this, the objectives include , but are not limited to:  

1. Immediately begin the process of understanding the tax and legal department policies, processes and procedures via various meetings with tax department operations managers and designated attorneys ; review firm written practices, policies, procedures and workflow documentation; and preparing various types of practice returns and sample agreements .  Understand the firm’s culture by meeting with various partners, department management team members and the firm’s operations manager. Participate in weekly tax department meetings and communication skills meetings .   

1. Review and understand both department BSC and develop a personal BSC with the assistance of the tax operations manager , legal director or direct supervisor.  

1. Within 45 days , have grasped the tax and legal departments ’ core practices , demonstrated an appropriate level of competence in the review of appropriate level returns and demonstrated an appropriate level of competence in the preparation of tax research assigned on current client projects. Competently o perate within the firm’s time and billing system; project management system and responsibilities; workflow software system; appropriate tax and legal department software, e.g. , tax preparation, projections, fixed assets and other identified systems; tax research; and operate within reasonable project management constraints, based upon experience. A BSC will have been prepared and an initial meeting held with the d irect supervisor .  

1. During the first 90 days, participate in some of the tax consulting department ’ s tax planning and strategy projects , e.g . , tax return review meetings . Begin preparing fundamental legal documentation, e.g. , estate plans and/or business formation documents. Begin preparing tax planning memos based upon client prospect or existing client tax return review. Based on tax returns and projects assigned, identify subjects and material that require additional technical skill training. At 90 days , you will be reviewing more complicated tax returns and drafting fundamental legal documents on a recurring basis .  

1. Recommendations for 90 days :  

1. BSC is actively progressing .  

1. Demonstrated understanding of the firm’s processes and procedures .  

1. Actively attending, participating and contributing as the MTA in client meetings .  

1. Managing a client list as appropriate to level of experience .  

1. Demonstrated an ability to manage time effectively.  

1. Demonstrated an ability to provide accurate deliverables as defined in item #4 above.  

1. Recommendations for 180 days ;  

1. Completed o nboarding process .   

1. Projects are managed within agreed-upon budgets .  

1. Current and progressing on track with BSC .  

1. Active in the training/mentoring process. We can point to objective contributions by the Tax Manager / CSM and Attorney.  

1. Has been proactive in recommendations of process improvements for the department .  

1. Within 1 year:  

1. Demonstrated competence in technical research and documentation skills, and ability to review increasingly complex tax returns .  

1. Successfully implemented BSC and developed year 2 BSC .  

1. Maintaining and contributing to department improvement process .  

Preferred Attributes  

Successful applicants will have a minimum of 5 years’ experience in preparation of tax returns in a CPA firm.   

• 5+ years of professional tax compliance and consulting experience  

• Comfort with legal and tax AI tools and demonstrated ability to integrate AI into legal and tax research processes.  

• Progressive tax review compliance and/or tax consulting experience; experience in public accounting is a plus.  

• Bachelor’s Degree i n Accounting is required .   

• CPA and Ad vanced tax degree (e .g., LLM, Masters in Taxation ) preferred.  

• Strong project management and time management skills .  

• Customer service focus , including documented client interactions and recommendations.  

• 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 consideration s .  

• Strong analytical and reasoning abilities .  

• High energy level, comfortable performing multifaceted projects in conjunction with normal activities.  

• Excellent written and verbal communication skills.  

  Travel  

It is anticipated that only infrequent travel will be required .  

Compensation  

Compensation is at or above market value, depending on skills and experience.  

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