Job Description
About Talley
Talley, LLP, along with its affiliated entities—Talley Law Group (TLG), Talley Capital Group (TCG), and Talley Wealth, LLC is a full-service financial, tax, legal, and consulting firm dedicated to serving entrepreneurially driven businesses, high-net-worth individuals, and professional athletes.
Unlike traditional accounting firms, we operate as business partners, not just service providers. Our mission is to go beyond compliance—helping clients maximize profitability, navigate complex financial landscapes, and achieve long-term success.
Our Commitment to Clients Since our founding in 1989, we have built a reputation for being our clients’ Most Trusted Advisor (MTA) by delivering tailored, forward-thinking solutions that address both challenges and opportunities. We embrace an entrepreneurial mindset that drives innovation, problem-solving, and strategic growth for our clients.
Our Services - Audit & Assurance – Traditional financial reporting with a strategic approach
- Tax Compliance & Planning – Proactive, expert tax strategies tailored to client needs
- Business Consulting – Helping businesses scale efficiently and sustainably
- Estate & Business Planning, M&A, and Tax Law Services – Delivered through TLG
- Outsourced Accounting, Controller, and CFO Services – Provided by TCAS
- Mergers & Acquisitions, Growth Strategies, and Operational Consulting – Led by TCG
As a boutique firm with over 50 U.S.-based professionals and 20-30 offshore/outsourced team members, we have expanded rapidly, becoming one of Orange County’s leading professional service firms.
We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability, results, and collaboration are key drivers of success.
Position Summary
We are seeking a Tax Paraprofessional whose primary responsibility will focus on recurring data entry and numbers-based tasks. This role requires strong attention to detail and a comfort level with recurring work. It involves interacting with various departments, supporting tax preparation, and assisting the tax team with critical front- and back-end processes. The Tax Paraprofessional will be key in maintaining accurate records and managing essential tax compliance activities.
Essential Functions
- Data Entry: Perform recurring data entry tasks associated with tax compliance, including preparing and organizing tax forms, documents, and spreadsheets.
- Document Management: Maintain and organize client documents, ensuring files are accurate, up-to-date, and ready for team access.
- Compliance Support: Assist in the preparation of basic tax returns by gathering required information from clients and ensuring it is correctly entered into the system.
- Review & Filing: Support the filing of tax returns by reviewing for completeness, ensuring compliance with regulations, and handling any follow-up correspondence.
- Client Interaction: Interact with clients as needed to request missing information and respond to queries about basic tax matters.
- Recurring Reporting: Assist in producing recurring reports and summaries for senior tax professionals.
- Coordination: Work closely with other members of the tax department to ensure that deadlines are met and that projects are on track.
- Assistance with Audits: Provide support to senior tax professionals during audits by managing data requests and assembling necessary documentation.
Required Skills & Qualifications
- Attention to Detail: Must have a strong eye for detail to ensure data entry is accurate and that tax forms are correctly completed.
- Comfort with Numbers: Willingness to spend the majority of the day working with numbers and spreadsheets.
- Time Management: Ability to handle multiple recurring tasks and manage time effectively.
- Basic Knowledge of Tax Forms: Familiarity with basic tax forms and financial documents is preferred but not required. We will provide full training for the role.
- Software Proficiency: Experience with data entry systems, Microsoft applications, and Adobe PDF. Training on tax software (such as CCH ProSystems) will be provided.
- Communication Skills: Able to communicate clearly and professionally with both internal team members and clients when needed.
Work Environment
- Hybrid work environment, with an in office requirement of 3 days per week.
- Occasional overtime during busy tax periods.
- Interaction with multiple departments, including tax staff and the billing department.
Compensation & Benefits
This is a full-time position with competitive benefits, including health insurance, retirement plans, and opportunities for professional development. Salary will be commensurate with experience
Job Tags
Full time, Offshore, 3 days per week,