Job Description

Paralegal (FT-Hybrid)

Location: Orange, CA (3 days onsite, 2 days remote)

Department: Talley Law Group (TLG)

Reports to: Legal Department Lead – Tax & Legal

About the Firm

Talley, LLP, and its affiliated entities—Talley Law Group, LLP (“TLG”), Talley Capital Group, LLC (“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively “Talley”)—is a full-service financial, tax, legal, and consulting organization serving entrepreneurially driven businesses and their owners. Talley partners with clients as business advisors, not just service providers, constantly seeking innovative ways to strengthen their bottom line.

Talley, LLP, was founded in 1989, with the mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. Our professionals strive to become each client’s Most Trusted Advisor (MTA) by delivering global solutions to our client’s complex challenges and opportunities.

Our services include:

• Audit & Assurance services, including financial reporting
• Tax compliance,
• Tax planning, and proactive advice
• Business consulting
• Estate planning, business planning, M&A, and tax law services delivered through TLG
• Outsourced accounting, controller and CFO services
• M&A, growth-through-acquisition, and operational consulting delivered through TCG

Talley is a boutique firm with 70+ U.S.-based professionals and 20–30 offshore/outsourced team members. Headquartered in Orange, CA, the firm has grown rapidly, becoming a leading Orange County professional services provider. We embrace a hybrid work culture built on accountability, results, and exceptional client service delivered by professional, motivated individuals.

Overview

Talley Law Group (TLG) seeks a highly organized, tech-savvy Paralegal to support multiple attorneys handling corporate and tax-driven transactional matters. This position requires a professional who thrives in a fast-paced, detail-oriented, and client-focused environment.

The role offers flexibility for both:

• Experienced paralegals (3–5+ years) with exposure to transactional or tax-related work, or
• Entry-level graduates with strong technical and organizational skills who are eager to learn and grow in a boutique legal environment.

The ideal candidate will demonstrate a balance of precision, resilience, and resourcefulness, with the ability to manage competing priorities, handle sensitive client information with discretion, and collaborate effectively with a team of highly skilled and fast-paced professionals.

Core Responsibilities

• Provide case management and administrative support to multiple attorneys handling corporate, entity formation, and transactional matters with tax components.
• Coordinate document execution, entity formation filings, and correspondence with clients and external agencies.
• Maintain organized digital files and project tracking using document and project management software.
• Review, edit, and format legal documents and correspondence using Microsoft Word and Adobe Acrobat.
• Perform research, including Secretary of State filings, IRS lookups, and basic legal and factual research.
• Assist in preparing client deliverables, transactional checklists, and entity playbooks.
• Utilize Excel for project budgets, tracking sheets, and basic data analysis (including formulas, lookups, and pivot tables).
• Collaborate with the operations and tax teams to ensure compliance and consistency across client matters.

Must-Haves

• Technical Proficiency in Excel: Ability to confidently use formulas, VLOOKUPs, pivot tables, and formatting for financial or transactional tracking.
• Tolerance and Professional Resilience: Ability to work with direct, fast-moving personalities and maintain composure and professionalism under pressure.
• Interest in Tax-Driven Corporate Work: Willingness to review tax returns and work with documents containing sensitive financial data.
• Bachelor’s Degree in related fields
• Strong attention to detail and follow-through; proven ability to manage multiple deadlines and priorities simultaneously.
• Adaptability: Comfortable navigating shifting priorities and handling a variety of small projects concurrently.
• Ownership mindset: Demonstrates initiative and accountability in all assigned matters.
• Prior experience (3 - 5 years) supporting transactional, corporate, or tax attorneys at a law or consulting firm.

Nice-to-Haves

• Paralegal Certificate from an accredited institution
• Experience drafting or proofreading transactional documents, entity filings, or closing binders.
• Familiarity with document management and e-signature platforms (e.g., iManage, DocuSign, Adobe Sign).
• Exposure to AI tools for drafting, summarizing, or document review with sound professional judgment.
• Experience supporting a tax-focused legal or accounting team.
• Background in business entity formations, M&A support, or corporate reorganizations.
• Working knowledge of legal research tools such as LexisNexis, Westlaw, or equivalent.

Soft Skills & Team Fit

• Resilient, self-motivated, and not easily discouraged by constructive or direct feedback.
• Thrives in a high-performance boutique environment with multiple stakeholders.
• Client-service-oriented with strong organizational discipline.
• Proactive and confident in asking questions or seeking clarity.
• Positive attitude, sense of humor, and the ability to “roll with the punches.”

Work Environment

• Hybrid schedule (typically 3 days onsite / 2 days remote).
• Collaborative and transparent department culture within a tax–legal integrated practice.
• Direct mentorship from experienced transactional attorneys with growth potential into advanced paralegal or legal operations responsibilities.

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