Job Description

Job Description

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. Talley looks 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 expects 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 has grown rapidly over the past few years, becoming one of the prominent professional service firms in Orange County. Talley embraces 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:

• Be 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 experience 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.

• Specialize in tax and legal structures as they apply to LLCs, corporations, partnerships, trusts, tax-exempt entities and privately-held entities. 

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

• Review 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. 

• Understand and be capable of introducing services to clients into other Talley service areas such as TLG, TCG, TCAS, Assurance, etc. 

The Tax Advisory and 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 agency 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 the 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 resolving tax-related problems and notices.

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

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