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Traveling Senior Bookkeeper

Orange, CA
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

  • 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

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


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

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