What are the responsibilities and job description for the Legal / Tax Assistant position at Talley llp?

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. 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 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 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, we expect our 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 U.S. based team members and 20-30 offshore and outsourced team members. Our office is located in Orange, CA. We have grown rapidly over the past few years, becoming one of the prominent professional service firms in Orange County. We embrace a hybrid work culture, emphasizing client service and quality provided by professional, competent and motivated individuals.

Position Summary

We are currently seeking a Legal-Tax Assistant to assist with Talley Law Group, LLP and Talley LLP’s Tax Compliance practice. A Legal-Tax Assistant will need to excel at organization, pay close attention to detail, and be inquisitive enough to research independently to find the answers they are looking for. Educational qualifications include at least a two-year certification and experience in a law and / or tax firm. An Associate Degree is preferred, but not required. Advanced knowledge in Microsoft Office products is preferred, but not required as well.

Legal-Tax Paraprofessional will work with the Tax-Legal Operations Manager to assist in the allocation of firm resources, i.e., professionals, paraprofessionals and staff; coordinate calendars and assist the Partners and Managers prioritize client projects; track and follow up on information required to execute client projects; track completion of projects and project statuses; communicate and coordinate assignments with the internal staff; and assist in maintaining the firm’s workflow technology.]

Essential Functions / Key Deliverables

Technical Deliverables (experience in the below is preferred, but will train in areas not familiar with)

Estate Plan assembly

Create Binders

Make copies

Cover Letter assembly

Edit, proofread, and revise all letters to clients on attorney’s behalf

Create and prepare checks for legal partner approval

Electronic Filing

Prepare responses to taxing authorities regarding tax notices and organize supporting information for taxpayers under audit

Drafting transfer deeds, business license applications, LLC operating agreements, secretary of state filings, corporate articles and bylaws,

Research and file registered entity names, articles of incorporation, etc.

Ensure clients maintain annual / biennial compliance with Secretary of State and / or SOI record requirements

Draft updated minutes to business entities

Assist with Trust administration and accounting

Draft / edit / finalize / file emails and client memorandums

Ability to review, identify, and correct errors on documentation, shipping labels, etc.

Client Service

Act as a client liaison for Talley Law Group, LLP and Talley LLP including gathering appropriate information

Draft and manage engagement letters

Assist professionals in delivering the various services of the firm.

Appointment scheduling

Perform follow-ups and send reminder emails

Project and Task Management

Set up of projects, milestones and tasks in firm project management software program(s)

Update and manage daily project and task reporting for self and professionals

Preferred Attributes

Successful applicants will have a minimum of 2 years of experience as an administrative assistant in a law or tax compliance firm and the following qualities :

Associate Degree is preferred, but not required

Ability to exercise discretion and maintain strict confidentiality on all matters (personal and professional)

Must be a highly motivated individual with a high level of initiative

Must have an attitude of willingness to work outside defined job responsibilities

Must be comfortable with daily time entry requirements

Must be comfortable with learning new software and using technology as a communication tool

Social and people friendly

Proactive and creative in enhancing firm branding

Excellent written and verbal communication skills and strong command of English language

Must be detail-oriented and thorough in approach

Must be friendly, positive, high energy and customer service oriented

Must be able to work independently and multitask

Must have strong organizational and time management skills

Strong ability to problem solves

Extensive knowledge of Microsoft Office, PowerPoint, Word, Excel and a minimum typing speed of 65 WPM.

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