About the Company

Talley LLP (Talley) is a full service financial, tax and consulting organization designed to meet the needs of entrepreneurially-driven businesses. They 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, 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, controller and CFO services, delivered through its Client Accounting Solutions department
Mergers & acquisition, growth through acquisition and operational consulting delivered through its Talley Capital Group affiliate

Position Summary

We are currently seeking a senior bookkeeper to assist with clients within Audit, Tax and Client Accounting Solutions portfolio. A senior bookkeeper will need to display exceptional organizational skills and attention to detail. This position requires a bachelor’s degree or higher in an accounting-related field and at least one bookkeeping or accounting class and familiarity with QuickBooks Desktop and QuickBooks Online accounting and bookkeeping software. This position requires accuracy in accounting computations and data entry for success.

Essential Functions of the Position

Qualities

Time Management
Exceptional Organization Skills
Strong Communication skills
Responsiveness to time sensitive items
Attention to Detail
Focus on client
Ability to work independently
Problem solver
Deadline oriented
Strong bookkeeping skills

Technical Skills

Advanced accounting/bookkeeping knowledge (able to complete a full set of financial statements, cash flow, and reconciliations of all balance sheet accounts; reconcile intercompany activity for multi-entity financial statements)
Assist in the review process of accounts payable and receivables, general ledger and sales entries, and reconciliations of all balance sheet accounts
General accounting and administration support: gathering documents, preparing files, reporting writing, Audit workpapers, fixed assets and clean up
Prepare statements and reports that require utilization of a variety of resources
Post financial information to journals, registers, and ledgers as appropriate
Reconcile discrepancies by checking all possible sources, prepare correction documents as required
Assist in reviewing work performed by tax offshoring team
Assist in budget control by monitoring budgets and originating or verifying adjustments and transfers
Perform other related duties and participate in special projects as assigned

Client Service

Proactively communicate with colleagues and clients
Responsiveness to all client
Client interaction and liaison for various tax projects, including gathering appropriate information and provide any additional support necessary to provide our tax team with documentation necessary to complete tax returns, planning, and projections
Provide superior service to our clients such that the clients provide referrals to their friends and colleagues

Training and Personnel

Participation in department activities as a team player on behalf of the department and the firm
Demonstrate an ability to interact and work as a team member
Demonstrate proficient knowledge of Excel, Outlook, and Word
Demonstrate proficiency of accounting software tools

Department

Follow department policies and procedures
Identify and look for process improvement ideas
Participate in department weekly meetings
Proactively overcome obstacles and problem solve

Travel

Ability to travel within Orange County up to 95% visiting client sites

Preferred Attributes

Successful applicants will have a minimum of 2+ years of accounting clerk experience

Bachelor Degree in Accounting, Finance, or related field required
Certification in bookkeeping and QuickBooks ProAdvisor preferred
High energy level, comfortable performing multifaceted projects in conjunction with normal activities
Experience in a customer service-focused environment
Ability to get along well with diverse personalities; be tactful, mature, and flexible
Ability to operate independently and “self-manage” projects
Results and profit-oriented focus, with the ability to balance other business considerations
Strong analytical and reasoning abilities
Superior numeric skills
Excellent written and verbal communication skills
Ability to communicate and actively support the values of the firm and communicate these values to others

Submit your resume to careers@TalleyNCo.com using the subject header Sr Bookkeeper.

Salary: DOE