Portfolio Coordinator- Tax and Legal Operations
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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 and their owners. 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 clients Most Trusted Advisor (MTA) providing global solutions to the challenges and opportunities facing Talleys clients and their business.
Talleys service profile has grown and evolved as has its clientele now incorporating a broad array of services designed to serve the entrepreneur:
Working in an entrepreneurial environment is not for the faint of order to serve clients at the highest level Talley expects its 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 US based team members and 20-30 offshore and outsourced team members. Talleys office is located in Orange CA. Talley has grown rapidly over the past few years becoming one of the prominent professional service firms in Orange County. Talley embraces a hybrid work culture emphasizing client service and quality provided by professional competent and motivated individuals.
Role Summary
This position is responsible for maintaining and supporting operational workflows that span tax legal and administrative departments. The infrastructure (including reports macros and tracking systems) is already in place. The focus now is on ensuring those systems continue to run smoothly resolving day-to-day issues and helping team members navigate tools and outputs effectively.
You dont need to build the machine but you do need to keep it clean powered and reliable.
Core Responsibilities
1. Report Maintenance
Required Competencies
Success Indicators
This is a remote work position open to candidates nationwide.
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 and their owners. 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 clients Most Trusted Advisor (MTA) providing global solutions to the challenges and opportunities facing Talleys clients and their business.
Talleys service profile has grown and evolved as has its clientele now incorporating a broad array of services designed to serve the entrepreneur:
- Assurance 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 order to serve clients at the highest level Talley expects its 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 US based team members and 20-30 offshore and outsourced team members. Talleys office is located in Orange CA. Talley has grown rapidly over the past few years becoming one of the prominent professional service firms in Orange County. Talley embraces a hybrid work culture emphasizing client service and quality provided by professional competent and motivated individuals.
Role Summary
This position is responsible for maintaining and supporting operational workflows that span tax legal and administrative departments. The infrastructure (including reports macros and tracking systems) is already in place. The focus now is on ensuring those systems continue to run smoothly resolving day-to-day issues and helping team members navigate tools and outputs effectively.
You dont need to build the machine but you do need to keep it clean powered and reliable.
Core Responsibilities
1. Report Maintenance
- Run recurring reports (e.g. Client Summary Project Summary XCM Reporting PCS Reporting).
- Ensure outputs are formatted consistently and populate as expected.
- Apply threshold logic correctly and flag any exceptions for review.
- Use existing macros to process move and summarize data.
- Know when to re-run troubleshoot or revert if issues arise.
- Understand the logic enough to spot broken references or outdated ranges and escalate or resolve with minor adjustments.
- Check incoming data for formatting or entry errors (e.g. IDs categories).
- Resolve issues that break downstream processes like inconsistent labeling or missing information.
- Keep lookups and comparison logic functional.
- Help team members understand what reports are showing/telling how triggers work and why something was flagged.
- Maintain training blurbs and checklists that already exist update only as needed.
- Serve as a point of contact for this report looks off or where did this data go questions.
- Watch for changes that could break logic (e.g. inserted columns renamed tabs).
- Flag these shifts and adjust references or highlight issues proactively.
- Apply small refinements (new filters updated tags threshold tweaks) without disrupting the bigger system.
- Use established SaveComments and RestoreComments workflows to keep manual notes intact across report cycles.
- Monitor for note misalignment and fix if things shift out of sync.
Required Competencies
| Skillset | Description |
| Excel Proficiency | Able to read and lightly adjust formulas pivot tables and conditional formatting. Confident in running and understanding macros. |
| Attention to Detail | Can quickly spot small breaks or inconsistencies that might ripple through the workflow. |
| System Familiarity | Understands how tabs macros and reports interact across the firms tools. |
| Clear Communication | Can explain whats happening in a report in plain language. Good at managing expectations when issues arise. |
| Dependability | Shows up consistently and follows through. This role thrives on routine done well. |
| Documentation Awareness | Able to follow SOPs and update them when logic or workflows change slightly. |
Success Indicators
| Indicator | What Good Looks Like |
| Clean Reports | Macros run without errors outputs make sense formatting is consistent. |
| Few Surprises | You catch misentries or system breaks early and fix them before they escalate. |
| Reliable Rhythm | The reporting cycle feels predictable and low-drama everything works as expected week after week. |
| Team Trust | People come to you when something looks off knowing youll help troubleshoot or explain. |
| Low Rework | You dont need to redo reports often because the first version is usually correct and complete. |
This is a remote work position open to candidates nationwide.
Required Experience:
Manager
Key Skills
- Diploma
- Jpa
- Community Support
- Infection Control
- Contract Management
- ACCA
About Company
Talley, LLP is the premier consulting and financial services firm dedicated to advising high-net-worth individuals and their closely-held entities with strategic business solutions that deliver meaningful results.
