Jobs in Westminster

Company: Talley LLP

Location: Orange, California (Remote-USA)

Title: Tax Accountant

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 entrepreneurial 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.

Position Summary

The ideal candidate will report to the Tax Department Manager of Operations and collaborate closely with other tax staff, partners, and department managers. We are looking for someone with strong technical skills who is dedicated to becoming an MTA for our clients. The candidate will actively improve departmental processes, participate in training and development for team members, and support the firm's growth by embracing our various service initiatives. Our tax staff thrives in a dynamic and challenging environment, and we value teamwork and continuous improvement.

Essential Functions of the Position

Qualities

• Time Management
• Exceptional Organization Skills
• Strong Communication skills
• Responsiveness to time-sensitive items
• Attention to Detail
• Focus on client
• Ability to work independently
• Team Collaboration
• Strong Leadership skills
• Transparency
• Strong Work Ethic
• Being professional and respectful to others
• Positive Attitude

Technical Skills

• Be able to prepare more complex entity-level and individual tax returns, including multi-state, consolidated, foreign bank reporting, etc
• Ability to review less complex tax returns prepared by staff and outsourced providers.
• Fundamental understanding of tax law and ability to provide client recommendations for possible tax-saving opportunities
• Ability to perform fundamental tax research
• Address government agency's tax notifications
• Ability to prepare Trust Tax returns

Client Service

• Client interaction and liaison for various tax projects, including gathering appropriate information and resolving tax-related problems and notices
• Ability to review and identify tax planning opportunities
• Provide continuous tax return process during the year by interacting with clients and staying current on changes to the client's tax situation
• Provide superior service to our clients such that the clients provide referrals to their friends and colleagues.

Training and Personnel

• Participate in recruiting tax department staff and interns
• Provide technical on-the-job (OTJ) training to tax preparers and outsource providers.
• Provide informal mentoring to staff members
• 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.
• Participate in a minimum of 40 hours of CPE per year and share with department and firm personnel
• Ability and desire to continue to develop technical, personal, and interpersonal skills and to participate in the MTA learning program.

Department

• Follow department policies and procedures
• Identify and look for process improvement ideas.
• Participate in weekly department meetings
• Assist as liaison with outsourced tax preparers

Preferred Attributes

Successful applicants will have a minimum of 2-4 years' experience preparing tax returns in a CPA firm.

• Active CPA required
• Bachelor’s Degree in Accounting is required.
• Software: CCH Engagement
• Financial and accounting experience; ability and willingness to work with a significant degree of autonomy; creativity; high service orientation
• Customer service focus
• Ability to get along well with diverse personalities; tactful, mature, and flexible.
• Ability to operate independently and “self-manage” projects
• Result-and profit-oriented, with the ability to balance other business considerations.
• Strong analytical and reasoning abilities
• High energy level, comfortable performing multifaceted projects in conjunction with everyday activities
• 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

Logistic Operations Staff

Duration: 1 yr, Contract, W2

Pay: $25 - $32+ an hour

Location: Onsite in Cerritos, CA

Responsibilities:

• Strong customer orientation and strong negotiating skills
• Background in import logistics, global import operations, and Customs Compliance
• Develops and maintains operational plans to include all business requirements of customers
• Provides pricing for ocean/air/trucking freight with carriers, 3rd party logistics providers
• SOP/Work Instructions maintenance and ensuring operational best practice in line with customer requirements as well as ensuring operational SOP compliance
• Responsible for developing and enforcing SOP to comply with all local, state, and federal regulations related to shipments and transportation
• Builds relationships with carriers, vendors, and internal team members, and helps resolve any freight problems that may arise
• Reviews KPIs for each business and performance regularly for customer satisfaction
• Performs ad-hoc reporting, as required
• Performs other job-related duties as required

Requirements/Qualifications:

• High School Diploma required, Bachelor's degree preferred & 3+ years of work experience in freight forwarding or logistics industry (Ocean/Air Carrier)
• Warehouse (WMS) experience preferred
• Strong Excel spreadsheet and PowerPoint preparation skills
• Highly organized with the ability to manage multiple projects while paying close attention to detail
• Bilingual in English and Korean preferred
• Excellent analytical and problem-solving skills
• Great interpersonal skills, with the ability to communicate openly and effectively
• Works well under pressure and has a sense of urgency
• Strong work ethic
• Proficient in Outlook, Microsoft Office applications such as Excel, PowerPoint, and Word

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.

We are currently seeking a Financial Project Administrator to join one of our growing environmental consulting clients in Costa Mesa, CA. This role will be providing key project accounting, billing, and administrative support while working closely with project managers, accounting teams, clients, vendors, and subcontractors.

This is a great opportunity for someone who enjoys working in a fast-paced professional services environment and has strong experience with project financials, invoicing, and contract administration.

Key Responsibilities

• Set up and manage project financial information in the accounting system based on contract terms
• Generate prebills, coordinate edits with project managers, and finalize invoices with supporting documentation
• Track project revenue, monitor budgets, and assist with monthly financial reporting
• Provide cost analysis and financial insight to project managers
• Monitor AR/AP related to projects and support expense and timesheet processes
• Investigate billing discrepancies and resolve contract or financial issues
• Mentor junior project administrators and support internal administrative processes

Qualifications

• 5–9+ years of project administration or project accounting experience
• Background in job costing, contract administration, and project billing
• Strong Excel and Microsoft Office skills
• Experience with Infor, Deltek, BST, or Wind2 is a plus
• Ability to manage multiple priorities in a deadline-driven environment

A well-established Insurance Agency in California is seeking a Commercial Lines CSR / Assistant Account Manager.

Candidates must reside in or near one of the following locations:

Roseville, Walnut Creek, San Jose, Bakersfield, Costa Mesa, or San Diego.

• HOURS: Monday – Friday, 8 am – 4 pm

• DURATION: Temp to Hire

• WORKPLACE: Hybrid – 3 days remote and 2 days in office

• PAY: $25.00 to $35.00 an hour depending on experience

• BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.

Job Duties will include, but are not limited to:

• Processing commercial certificates daily; assisting the Construction team.

• Administrative / Assistant duties as needed; data entry, follow up, review, etc.

• Assist clients with their day to day needs, such as billing inquiries, policy review, and change requests

• Process certificate requests as needed

• Process policy changes

• Complete Acord applications and submit to underwriters for new business quotes for existing clients

• Compare Acord applications and policies at renewal and submit to carriers for remarketing

• Provide insured with renewal quotes and bind coverage as needed under the direction of the account executive.

• Review policy forms to confirm that insured has necessary coverages for their operation

• Review policies and advise insured if they can benefit from obtaining additional lines of coverage

• Other job duties as needed and requested by the Account Manager and/or Producer

Requirements:

• The qualified candidate must have recent experience processing Certificates of Insurance, minimum 1 – 2 years’ experience working in an independent agency environment.

• Must have basic understanding of insurance requirements in a contract and what’s requested to generate certificate.

• Must be able to issues Certificates within 24 hours.

• Applied EPIC experience preferred

• Proficient with CSR24 Certificate System

• Have good verbal and written communication skills.

• Strong attention to detail. A team player.

The Commercial Auto Risk Analyst supports underwriting and risk management activities related to commercial vehicle exposures within the Property and Casualty Insurance industry. This role assists in evaluating risk, supporting underwriting decisions, and managing portfolio exposures for accounts insured under Commercial Auto Insurance policies. Working within a large global insurer, the analyst contributes to risk assessment, reinsurance placement, and broker relations while ensuring compliance with applicable Insurance Regulation and company underwriting guidelines.

Responsibilities:

• Assist underwriting teams in evaluating commercial auto accounts by analyzing exposure data, loss history, fleet composition, driver profiles, and operational risk factors.
• Review submissions and supporting documentation to ensure risks meet internal underwriting guidelines and regulatory requirements.
• Support the development of underwriting recommendations by identifying risk characteristics, potential loss drivers, and appropriate risk mitigation strategies.
• Assist in identifying risks that require facultative or treaty reinsurance support.
• Coordinate with reinsurance partners and internal underwriting teams to secure appropriate reinsurance coverage for individual risks or broader commercial auto portfolios.
• Prepare and organize underwriting information, exposure summaries, and loss data required for reinsurance placement and negotiations.
• Maintain documentation related to reinsurance agreements and ensure alignment with internal risk management policies.
• Communicate regularly with insurance agencies, Insurance Brokers, third-party administrators (TPAs), and other insurers regarding account information, underwriting requirements, and risk evaluation outcomes.
• Respond to inquiries related to underwriting submissions, policy terms, and risk management considerations.
• Assist in analyzing commercial auto loss data, claim trends, and risk metrics to support underwriting and portfolio management decisions.
• Prepare reports and summaries related to account performance, risk exposure, and underwriting results for internal stakeholders.
• Maintain accurate documentation within underwriting and risk management systems to support compliance and internal audits.

Requirements:

• Experience with commercial auto underwriting and risk analysis, loss data analysis and portfolio risk monitoring
• Expertise with Regulatory compliance and underwriting guidelines
• Familiarity with Reinsurance coordination and documentation
• Highly proficient with MS Office (Excel, Word, PowerPoint)
• Must be analytical, detail-oriented, and ability to make data-driven decisions

We are passionate Toy Creators - We’ve been coming up with new ideas that bring kids and families together for over 40 years! This passion leads us to attack the day ahead like there is no tomorrow. Above all we are a Creative Company where positivity, hard work, fun and great ideas are at the core of who we are! We are looking for a talented and creative Production Designer to join our Irvine office. You will have the opportunity to work on big brands and be part of an exceptional team of professionals.

The Production Designer is a key role on the creative team that supports both product and graphic design functions.

This is a great opportunity for a recent college graduate.

Additional Duties:

• Executes design direction in a number of design disciplines, including graphic design, product design, and illustration.
• Design applications include product, packaging, POP, and presentations
• Executes design iterations based upon client/creative direction
• Executes projects balancing the need to “think and do” - a designer’s mind with an artist’s hand
• Render custom die-lines for a wide variety of printed components, such as stickers, pop-outs, and packaging
• Prepare production-ready mechanical artwork for printed components, such as packaging, POP, and toy accessories
• Compose client-targeted illustrations with existing and custom-made artwork elements
• Design and produce digital and material presentations, such as projected presentations and gift boxes
• Under direct supervision, produces product mock-ups and models in support of client projects
• Participates in brainstorming new program/products ideas
• Provide concept sketches that communicate function and details
• Generates targeted and producible design solutions for a variety of client-driven programs
• Supports and executes any internal creative requests

Qualifications:

• Bachelor’s degree in Design, Illustration, Toy or Product Design and at least 1 year experience or internship experience working in a design studio or in-house art department
• Highly creative with a focus on bringing concepts to life
• Illustration and graphic design skills/experience are required
• Ability to create accurate mockups utilizing a variety of materials and techniques
• Artistically versatile with the ability to follow a variety of design styles
• Familiarity with products/toys and/or marketing for children and families
• Experience using Adobe Creative Cloud including Illustrator and Photoshop; familiarity with 3D design programs a plus; ability to learn, use and maintain fabrication equipment – wide-format printer, laser cutter and 3D printer
• Must be able to work in-office 5 days a week

Qualified applicants should include a portfolio with their application.

Aux Talent is partnering with a well-established construction company in Santa Ana, CA to add an Office Operations Manager to their growing team. This role will support leadership and office staff while helping maintain the operational backbone of a fast-moving demolition and grading business. The Office Operations Manager will play a key role in ensuring the office runs efficiently by overseeing administrative and financial processes, coordinating with vendors and contractors, and helping keep project documentation organized across multiple active job sites. This role requires strong organizational skills, attention to detail, and the ability to manage multiple responsibilities in a busy construction environment.

Typical duties (but are not limited to): Office Operations Support, Accounts Payable, Payroll Coordination (ADP), Vendor Management, Contractor Billing Support, W-9 & 1099 Management, Bank Reconciliations, Job Costing Documentation, Project File Management, Insurance & Workers’ Comp Documentation.

Requirements: 3+ years of office management, operations, or administrative experience required, construction or contracting industry experience strongly preferred, experience supporting accounting functions such as AP or payroll coordination, strong organizational and communication skills, proficiency with QuickBooks Online and Microsoft Office preferred, bilingual Spanish a plus.

Schedule: In office 5 days/week, Full Time

Pay: $75,000–$90,000/year (depending on experience)

Location: Santa Ana, CA — in office

Job description:

Position Summary: The Human Resources Manager partners closely with our business unit to shape the organization’s culture, manage HR operations, and support our employee’s professional growth and well-being. You will collaborate closely with site and corporate leadership to drive HR strategies aligned with business objectives.

The HR Manager will lead with integrity and authenticity and exercise humility and respect in all interactions with team members of all levels and positions across the business.

Essential Duties and Responsibilities include, but are not limited to:

• HR Strategy and Planning
• Partner with BU senior leadership to anticipate and address HR needs, ensuring a proactive approach to workforce planning.
• Talent Acquisition and Retention
• Work closely with Talent Acquisition Manager, ensuring focus on critical roles and consistent hiring and onboarding practices as well as forecasting turnover.
• Implement strategies to retain and develop employees, including career development plans and performance management.
• Employee Relations
• Serve as a trusted advisor to employees and managers, providing guidance and solutions to HR-related issues.
• Promote a positive and inclusive work culture through effective communication and conflict resolution.
• Compliance and Policy Management
• Ensure compliance with federal, state, and local employment laws and regulations.
• Develop and maintain HR policies and procedures to foster a fair and respectful workplace.
• Training and Development
• Implement training programs that enhance employees’ skills and contribute to their career growth.
• Identify and nurture leadership talent within the organization.
• Identify opportunities for workforce development, develop training and work with local community for talent outreach.
• Benefits and Compensation
• Manage employee benefits programs and compensation structures, ensuring competitiveness in the market.
• Conduct regular local labor market analysis to stay updated on industry standards.
• HR Analytics and Reporting
• Utilize HR data and metrics to make informed decision and track effectiveness of HR and business initiatives.
• Prepare and present reports to leadership on HR and employment trends.
• Leadership
• Mentor, coach and develop business team, fostering a culture of collaboration, excellence and continuous improvement.

Qualifications:

• Experience and Education:
• Proven experience (5+ years) in HR roles; leadership experience preferred
• Bachelor’s degree in Human Resources, Business Administration, or a related field preferred
• SHRM-SCP or SPHR certification is a plus
• Technical Skills:
• In-depth knowledge of HR best practices, employment laws, and regulations
• Strong leadership, interpersonal and communication skills
• Exceptional problem-solving and decision-making abilities
• Proficiency in HRIS (UKG experience is preferred) and Microsoft Office Suite (specifically SharePoint, Excel, Word and PowerPoint)
• Ability to orchestrate a multitude of critical deliverables and adapt to changing priorities in a fast-paced environment
• Clear, honest, and articulate communicator
• Physical Requirements:
• Extended screen time
• Long periods of sitting

Supervisory Responsibilities: If direct reports are assigned, responsibilities listed below.

• Supervises, coordinates, provides leadership to and reviews the work of assigned staff.
• Directly supervises individual contributors in technical positions and/or entry level professionals.
• Estimates staffing needs.
• Assigns work.
• Recommends candidates for employment and makes recommendations for termination.
• Conducts performance evaluations and salary reviews for assigned staff.
• Responsible for the application of company policies.

Job Type: Full-time

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Job Title: Insurance Defense Attorney

100% REMOTE IN CALIFORNIA

Key Responsibilities:

• Manage all phases of litigation, including discovery, depositions, motion practice, and trial preparation.
• Handle case analysis, strategy development, and client reporting.
• Represent clients in court hearings, arbitrations, and mediations.
• Draft and review legal documents, including pleadings, motions, and settlement agreements.
• Collaborate with senior attorneys, paralegals, and support staff to ensure top-tier legal services.

Requirements:

• Juris Doctor (J.D.) from an accredited law school.
• Licensed to practice law in California and in good standing with the California Bar.
• Good years of litigation experience, preferably in insurance defense or civil litigation.
• Demonstrated experience in handling personal injury or other complex litigation matters.
• Strong legal research, writing, and analytical skills.

Salary and Other Compensation:

The annual salary for this position is between $180,000 – $200,000 annually. Factors which may affect pay within this range may include geography/market, skills, education, experience, and other qualifications of the successful candidate.

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements: [health insurance plans ][401(k) retirement plan ][paid time off (PTO): 2 to 4+ weeks][paid holidays annually]

STAFF COUNSEL FOR FRED LOYA INSURANCE AGENCY IS NOW HIRING-

IN-HOUSE - STAFF TRIAL ATTORNEY

Pay: $105,000.00 - $190,000.00 per year + discretionary annual bonus- 15%

$5,000.00 SIGN-ON BONUS

*Performance Bonus based on Company Performance and Individual performance

JOB DESCRIPTION:

General Duties:

*Handle and manage litigation files from inception through trial, with a caseload of under 80 files

*Prepare pleadings, discovery, motions, demands and responses

*Draft reports and provide file analysis

*Handle litigation and other legal assignments in accordance with guidelines established for Staff Counsel for Fred Loya Insurance Agency, Inc., and the Loya Insurance Group of Companies.

Skills necessary for this position:

*Superior awareness of and compliance with all applicable rules of professional conduct

*Substantial experience in civil litigation, preferably insurance defense litigation, including jury trial experience

*Comprehensive legal knowledge which promotes standards of professional practice and strong knowledge of the litigation environment in Texas

Qualifications for this position:

*Member in good standing with the State Bar of California

*Minimum 3 years of civil litigation experience, preferably insurance defense litigation, including jury trial experience

*Strong research and writing skills and excellent work ethic required

*Bilingual (Spanish/English) preferred

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

License/Certification:

• license to practice law in California (Required)

Work Location: In person