[Remote] Tax Accountant
Note: The job is a remote job and is open to candidates in USA. Talley LLP is a full-service financial, tax, legal, and consulting firm dedicated to serving entrepreneurially driven businesses and high-net-worth individuals. The Tax Accountant will collaborate with tax staff and management to improve departmental processes, support client needs, and grow the firm's tax services.ResponsibilitiesPrepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etcReview less complex tax returns prepared by staff and outsourced providersPerform fundamental tax research and address government agency's tax notificationsPrepare Trust Tax returnsInteract with clients for various tax projects, gathering information and resolving tax-related problemsReview and identify tax planning opportunitiesProvide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situationProvide superior service to clients to encourage referralsParticipate in recruiting tax department staff and internsProvide technical on-the-job (OTJ) training to tax preparers and outsource providersProvide informal mentoring to staff membersParticipate in department activities as a team player on behalf of the department and the firmParticipate in a minimum of 40 hours of CPE per year and share with department and firm personnelIdentify and look for process improvement ideasParticipate in weekly department meetingsAssist as liaison with outsourced tax preparersSkillsTime ManagementExceptional Organization SkillsStrong Communication skillsResponsiveness to time-sensitive itemsAttention to DetailFocus on clientAbility to work independentlyTeam CollaborationStrong Leadership skillsTransparencyStrong Work EthicBeing professional and respectful to othersPositive AttitudeBe able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etcAbility to review less complex tax returns prepared by staff and outsourced providersFundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunitiesAbility to perform fundamental tax researchAddress government agency's tax notificationsAbility to prepare Trust Tax returnsClient interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and noticesAbility to review and identify tax planning opportunitiesProvide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situationProvide superior service to our clients such that the clients provide referrals to their friends and colleaguesParticipate in recruiting tax department staff and internsProvide technical on-the-job (OTJ) training to tax preparers and outsource providersProvide informal mentoring to staff membersParticipation in department activities as a team player on behalf of the department and the firmDemonstrate an ability to interact with and work as a team memberParticipate in a minimum of 40 hours of CPE per year and share with department and firm personnelAbility and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning programFollow department policies and proceduresIdentify and look for process improvement ideasParticipate in weekly department meetingsAssist as liaison with outsourced tax preparersActive CPA preferredBachelor's degree in accounting is requiredStrong project management and time management skills are necessaryFinancial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientationCustomer service focusAbility to get along well with diverse personalities; tactful, mature, and flexibleAbility to operate independently and “self-manage” projectsResult-and profit-oriented, with the ability to balance other business considerationsStrong analytical and reasoning abilitiesHigh energy level, comfortable performing multifaceted projects in conjunction with everyday activitiesSuperior numeric skillsExcellent written and verbal communication skillsAbility to communicate and actively support the values of the firm and communicate these values to othersCompany OverviewFounded 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. It was founded in 1989, and is headquartered in Orange, California, USA, with a workforce of 51-200 employees. Its website is https://www.talleynco.com/.