Remote Tax Preparer

Talley - Orange, CA

Full-time - Entry Level

Remote - Orange, CA

Professional, Scientific, and Technical Services

About the position

Talley LLP (Talley) is a full service financial, tax and consulting organization designed to meet the needs of entrepreneurially driven businesses. We look to serve clients as business partners and not merely as providers of accounting or tax services. Continually in search of more effective ways to improve clients' bottom line and where suitable, we seek to act in an advisory role adding knowledge and expertise. Talley 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 clients Most Trusted Advisor (MTA), providing global solutions to the challenges and opportunities facing our 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, structuring and proactive advice, Business consulting, Estate planning, business planning and tax law services delivered through its Talley Law Group Affiliate, Outsource accounting, HR Payroll Assistant and CFO services, delivered through its Client Accounting Services team, Mergers & acquisition, growth through acquisition and operational consulting delivered through its Talley Capital Group affiliate, Valuation and forensic accounting services.

Responsibilities

• Maintain required level of technical knowledge.
• Prepare estimated federal and state income tax payments.
• Research and prepare work papers for various books to tax differences.
• Perform year-end accrual review and prepare the tax provision.
• Prepare federal and multi-state income tax returns for individuals and various entity types.
• Prepare various personal property tax returns.
• Prepare/Review other various tax filings: Annual reports, Intangible Tax, Sales and Use Tax.
• Research projects.
• Assist in federal and state audits.
• Maintain our tax preparation system.
• Keep abreast of current developments in the tax area.
• Provide an information source in the tax area within the company.
• Other tax projects as they arise.
• Assist in financial planning and analysis.

Requirements

• Bachelor's degree in Accounting, Finance, Economics, or equivalent; or two to four years related experience and/or training; or equivalent combination of education and experience.
• Experience working for an accounting firm is strongly preferred. Combination of public accounting and industry experience is preferable.
• CPA preferred.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Ability to write reports and business correspondence. Fluent in English both written and spoken.
• Ability to effectively present information and respond to questions from groups of managers, clients, customers and the general public.
• Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.
• Knowledge of Microsoft Office Suite including Outlook, Word, Excel and Explorer Internet software; ProSystem Fx, Engagement, Practice CS.