Senior Tax Attorney - Research

Title:Senior/Tax Attorney-Research

Company:Talley Law Group (Orange,Ca.)

Schedule:Hybrid(Needstobeabletocometo Wednesday meetings)

Employment Status:DirectHireFTEOpportunity

Talley Law Group (TLG) anditsaffiliatedentity

Talley

LLP(Talley) deliverintegratedtax,legal,accountingandconsultingservicestoentrepreneuriallydrivenbusinessesandhigh-net-worth individuals.

Ourprofessionalsactaseachclient’sMost Trusted Advisor (MTA) byprovidingstrategicandtechnicallysophisticatedsolutionsacrosscomplexfinancial,tax,andlegalmatters,alongwiththelegaldocumentationnecessarytosubstantiatethem.

The Senior Tax Attorneywillserveasthefirm ’sprimaryresourceforadvancedtaxresearch,technical analysis,andwrittentaxguidance.

Thisroleisidealforanattorneywhoexcelsindeepstatutoryandregulatoryinterpretation,complexissuespotting,andproducingresearch-basedrecommendationsthatsupportinternalattorneys,CPAs,andfirmleadership.

Youwillfocuson

• Conducting in-depthtaxresearchacrosscorporate,partnership,individual,andinternationaltaxmatters.
• Preparingauthoritativetechnicalmemorandaandinternalguidance.
• Identifyingemergingtaxissuesandinterpretingnewlegislationand
  
  IRS guidance.
• Supportingcomplexplanninginitiativesthroughprecise,research-driven analysis.
• Developingandmaintaininginternaltaxresearchguides,issue summaries,andreferencematerialstosupportfirmwidetechnicalconsistency.
• Support the Taxand Legal Departmentsbyvalidatingcomplextaxpositionsthroughthoroughanalysisofstatutes ,regulations,caselaw,IRS guidance,and treatises.
• Enhancethefirm’splanninginitiativesbyperformingcomparativeresearchonalternativestructuresandidentifyingrisks,limitations,and opportunities.
• Maintainawarenessoffederalandstatelegislativedevelopments,providingtimelybriefingstoattorneysandtaxleadershiponchangesthatmayaffectclientstrategies.
• Assistinthecreationandrefinementofinternaltaxmethodologies,templates,andresearchstandardstoensureconsistencyandtechnicalaccuracyacrossdepartments.

Theroleisnotadvisory-focused,itscorepurposeistostrengthenthefirm’slegalandtaxcapabilitiesthroughrigorousresearchandtechnicalexpertise.

• Conductcomprehensivetaxresearchandpreparewell-reasonedtechnicalmemorandaforinternaluse.
• Interpret statutes,regulations,caselaw,revenue rulings,IRS guidance,andinternationaltaxrules.
• Leverageresearchtechnologies,including
  
  AI-assisted tools(e.g.,Bloomberg,Lexis Nexis,Checkpoint,BlueJandGPT-based tools),withtheabilitytoevaluateaccuracyandrelevance.
• Reviewcomplexindividual,entity,andcross-bordertaxfilingstoidentifytechnicalissuesandplanningconsiderations.
• Supportinternalteamsduringaudits,notices,andcompliancereviewsthroughresearch-driven analysis.

• Closelyheldbusinessesandentitystructuring.
• Jointventuresandstrategicbusinessarrangements.
• Businessreorganizationsandrestructuring.
• Partnership tax,corporate tax,andinternationaltaxmatters.
• High-net-worthfamilyandmulti-generationalplanningconsiderations.

• Serveasatechnicalresourcetoattorneys,tax managers,andconsultingpersonnel.
• Provide research-driveninsightsduringinternalstrategymeetingsandselectclientdiscussions.
• Ensurefirmwideworkproductreflectscurrent,accurate,andauthoritativetaxlaw.

• Participateinclientmeetingsasneededtoprovidetechnicaltaxinsights.
• Communicatecomplextaxconceptsclearlyinwritingandverbally.
• Supportplanningdiscussionswithresearch-backedanalysisratherthanfrontlineadvisoryresponsibilities.

• Developandmaintainapersonalized Balanced Scorecard (“BSC”)thatoutlinesthestrategicstepsrequiredtoachievebothpersonalandprofessionalgrowthobjectivesinalignmentwithfirmgoals.
• Provide high-qualitytechnicalon-the-jobtrainingtotaxpreparers,staff,andoutsourcedserviceproviders,ensuringconsistentdevelopmentofskillsandadherencetobestpractices.
• Activelyparticipateindepartmentalinitiatives,contributingtopresentations,knowledge-sharing sessions,andteam-basedactivitiesthatsupportthesuccessofthedepartmentandthefirm.
• Maintain required
  
  CPE/CLE.

Theprimaryobjectiveofthe Tax Advisory and Research Consultantistooperateasahighlyskilledtechnicaltaxprofessionalwhoplaysastrategicrolewithinboththe Taxand Legal departments…