Tax Administrator

Talley LLPOrange, CA

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Flexible/Unlimited PTO

Career Development

Job Description

Tax AdministratorLocation: Orange County, CA (Onsite)Department: Tax About Talley LLPTalley, LLP, along with its affiliated entities—Talley Law Group (TLG), Talley Capital Group (TCG), and Talley Wealth, LLC—is a full-service financial, tax, legal, and consulting firm dedicated to serving entrepreneurially driven businesses, high-net-worth individuals, and professional athletes.Unlike traditional accounting firms, we operate as business partners, not just service providers. Our mission is to go beyond compliance—helping clients maximize profitability, navigate complex financial landscapes, and achieve long-term success.Our Commitment to ClientsSince our founding in 1989, we have built a reputation for being our clients’ Most Trusted Advisor (MTA) by delivering tailored, forward-thinking solutions that address both challenges and opportunities. We embrace an entrepreneurial mindset that drives innovation, problem-solving, and strategic growth for our clients.Our Services

Audit & Assurance – Traditional financial reporting with a strategic approach
Tax Compliance & Planning – Proactive, expert tax strategies tailored to client needs
Business Consulting – Helping businesses scale efficiently and sustainably
Estate & Business Planning, M&A, and Tax Law Services – Delivered through TLG
Outsourced Accounting, Controller, and CFO Services – Provided by TCAS
Mergers & Acquisitions, Growth Strategies, and Operational Consulting – Led by TCG

As a boutique firm with over 50 U.S.-based professionals and 20–30 offshore/outsourced team members, we have expanded rapidly, becoming one of Orange County’s leading professional services firms.We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability, results, and collaboration are key drivers of success.Position OverviewWe are seeking a detail-oriented and highly organized Tax Administrator to support our Tax and Legal teams. This role works closely with tax and legal partners who advise closely held businesses and their owners on complex tax, transactional, and estate planning matters.The position is fast-paced and document-intensive, requiring strong project coordination, deadline management, and a high level of accuracy, particularly during peak tax season. The ideal candidate is proactive, technically capable, and comfortable managing multiple priorities in a professional services environment.Key Responsibilities

Gather and organize tax documents and information from clients
Prepare engagement agreements and related documentation
Maintain and manage client files with a high degree of accuracy and confidentiality
Support tax return processing, including sorting, scanning, clearing diagnostics, e-filing, and final assembly
Assist with administrative support across business planning, corporate governance, succession planning, M&A, and real estate matters
Coordinate multiple projects and deadlines, ensuring timely completion of deliverables
Manage client communications and provide a high level of service and responsiveness
Support partners and staff with administrative and operational tasks as needed

Qualifications & Experience

Minimum of 3+ years of experience in a tax, legal, or professional services environment
Experience supporting CPAs or attorneys strongly preferred
Working knowledge of tax source documents and administrative workflows
Demonstrated ability to manage multiple deadlines and priorities, particularly in a deadline-driven environment
Strong project management and organizational skills

Technical Skills

Advanced proficiency in Microsoft Excel, including formulas, data organization, and reporting (macro experience a plus)
Strong technical aptitude, including exposure to or interest in leveraging AI tools and automation to improve workflows
Proficiency in Microsoft Office Suite (Word, Outlook, PowerPoint), including document formatting and redlining
Experience with CCH ProSystems Suite or similar tax software is a plus

Core Competencies

Exceptional attention to detail and accuracy
Strong organizational and time management skills
Excellent written and verbal communication skills (grammar, spelling, and proofreading)
Ability to prioritize and manage multiple projects simultaneously
High level of professionalism, reliability, and accountability
Team-oriented with strong interpersonal and client service skills

Preferred Qualifications

Bachelor’s degree preferred
Experience in a CPA firm, law firm, or similar professional services environment
Familiarity with document management systems and workflow tools

Why Join Talley LLP?You’ll be part of a collaborative, high-performing team that supports entrepreneurial clients through complex financial, tax, and legal matters. This role offers exposure to sophisticated work, opportunities to improve operational processes, and a clear path for growth within a dynamic and evolving firm.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Tax Administrator 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 "Senior-level" experience level.

What benefits are offered by Talley LLP for this role?

Talley LLP offers following benefits: Flexible/Unlimited PTO and 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.