Portfolio Coordinator- Tax and Legal Operations

Talley LLP

  • Orange, CA
  • Permanent
  • Full-time
  • 9 hours ago
  • Apply easily
About the FirmTalley, 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 client’s Most Trusted Advisor (“MTA”), providing global solutions to the challenges and opportunities facing Talley’s 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:
  • 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 heart. In 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. Talley’s 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 don’t 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.
2. Macro & Formula Stewardship
  • 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.
3. Data Consistency & Validation
  • 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.
4. Team Support
  • 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.
5. Change Monitoring
  • 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.
6. Comments & Notes Preservation
  • 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 firm’s tools.
Clear Communication Can explain what’s 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 you’ll help troubleshoot or explain.
Low Rework You don’t need to redo reports often, because the first version is usually correct and complete.This is a remote work position, open to candidates nationwide.Powered by JazzHR

Talley LLP