Senior Tax Manager
Talley LLPOrange, CA
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Overview
Schedule
Full-time
Education
CPA
Career level
Director
Remote
Hybrid remote
Benefits
Career Development
Job Description
Senior Tax Manager Talley LLP Orange, California (Hybrid) About the FirmTalley, 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
- Serve as the primary advisor on Talley's most sophisticated tax engagements.
- Advise business owners on tax-efficient growth strategies, succession planning, entity structuring, mergers and acquisitions, and wealth preservation.
- Build trusted relationships through proactive client communication and ongoing tax planning discussions.
- Work closely with clients to understand their businesses and provide year-round strategic tax advice.
- Collaborate with Talley's multidisciplinary service lines—including Tax, Audit, Talley Law Group, Talley Capital Group, and Talley Wealth—to deliver integrated client solutions.
- Partner closely with Talley Law Group on tax planning initiatives involving business owners, trusts, estates, and succession planning.
- Perform final technical review of complex tax engagements.
- Be highly proficient reviewing and advising on:
- Form 1040 Individual Income Tax Returns
- Form 1065 Partnership Returns
- Form 1041 Fiduciary (Trust & Estate) Returns
- Form 1120-S S Corporation Returns
- Additional corporate and business tax engagements as needed
- Provide technical guidance and mentorship to Managers, Seniors, and Staff.
- Help elevate the team's technical tax knowledge through coaching, review, and real-time development.
- Lead internal technical discussions and communicate new tax legislation and regulatory changes.
- Ensure quality control and technical excellence across all client engagements.
- Coach, mentor, and develop Managers, Senior Associates, Associates, and Staff Accountants.
- Review work and provide meaningful technical coaching to improve team performance.
- Help build stronger tax technical capabilities across the department.
- Assist Partners with staffing, workload management, scheduling, and departmental operations.
- Support recruiting, interviewing, onboarding, succession planning, and employee retention.
- Foster a collaborative, high-performance culture centered on accountability, continuous learning, and exceptional client service.
- Help manage the day-to-day operations of the Tax Department while supporting long-term strategic initiatives.
- Build long-term trusted advisor relationships with clients.
- Lead client meetings and communicate complex tax matters in a practical, business-focused manner.
- Identify opportunities to improve clients' tax positions through proactive planning.
- Work closely with business owners and closely held companies throughout the year—not just during tax season.
- Deliver an exceptional client experience through responsiveness, strategic insight, and practical solutions.
- Develop referral relationships with attorneys, bankers, wealth advisors, business owners, and other centers of influence.
- Generate new business opportunities through networking, community involvement, professional organizations, and thought leadership.
- Identify cross-selling opportunities across Talley's integrated service offerings.
- Support proposal development and participate in prospective client presentations.
- Contribute to the continued growth of Talley's Tax Practice and future Partner expansion.
- Assist Partners with strategic planning and execution of Tax Practice initiatives.
- Improve workflow, utilization, profitability, quality standards, and operational efficiency.
- Champion AI, automation, and emerging technologies that enhance client service and internal processes.
- Help drive departmental performance while maintaining Talley's high standards of client service.
- Active CPA license required (JD and/or LL.M. a plus).
- 10–15+ years of progressive public accounting tax experience.
- Extensive experience serving high-net-worth individuals, closely held businesses, entrepreneurs, and family-owned companies.
- Strong technical expertise in Forms 1040, 1065, 1041, and 1120-S.
- Demonstrated success leading tax professionals through mentorship, technical review, and talent development.
- Proven ability to build trusted client relationships and provide strategic tax planning.
- Experience with business development and practice growth.
- Strong leadership, communication, and organizational skills.
- Passion for developing people and building high-performing teams.
- Serve as a trusted advisor to Talley's largest and most sophisticated clients.
- Deliver exceptional tax compliance while identifying meaningful tax planning opportunities.
- Develop and mentor future leaders within the Tax Practice.
- Build strong client relationships that drive long-term retention and referrals.
- Strengthen the technical capabilities of the tax team through coaching and mentorship.
- Contribute to business development and practice growth.
- Improve operational efficiency while maintaining exceptional quality standards.
- Position yourself for advancement to Principal or Partner.
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FAQs About Senior Tax Manager Jobs at Talley LLP
What is the work location for this position at Talley LLP?
This job at Talley LLP is located in Orange, CA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Talley LLP?
Employer has not shared pay details for this role.
What employment applies to this position at Talley LLP?
Talley LLP lists this role as a Full-time position.
What experience level is required for this role at Talley LLP?
Talley LLP is looking for a candidate with "Director" experience level.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What benefits are offered by Talley LLP for this role?
Talley LLP offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Talley LLP?
You can apply for this role at Talley LLP either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.