The Role
Tax Administrator – AI Enabled
Location: Orange, CA (FT-Onsite)
Department: Tax
About Talley LLP
Talley, 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.
Since 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, operational excellence, problem-solving, and strategic growth for our clients and our team.
Our Services
We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability, collaboration, innovation, and results are key drivers of success.
Position Overview
We are seeking a highly organized, detail-oriented, and tech-savvy 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 sophisticated tax, transactional, estate planning, and operational matters.
This is a fast-paced, document-intensive role requiring exceptional project coordination, deadline management, operational awareness, and a high level of accuracy, particularly during peak tax season. The ideal candidate is proactive, solutions-oriented, operationally minded, and excited about leveraging AI-enabled tools, workflow automation, and modern technology solutions to improve efficiency, scalability, and administrative operations across the firm.
This individual should be naturally curious about emerging technologies, highly adaptable, and capable of identifying opportunities to modernize internal processes and streamline workflows in a professional services environment.
Key Responsibilities
Tax & Administrative Support
Qualifications & Experience
Technical Skills
Why Join Talley LLP?
You’ll be part of a collaborative, high-performing team that supports entrepreneurial clients through sophisticated financial, tax, legal, and operational matters. This role offers exposure to complex engagements, opportunities to improve and modernize operational workflows, and a clear path for professional growth within a dynamic, technology-forward firm.
At Talley, we value individuals who are proactive, innovative, accountable, and eager to contribute beyond traditional administrative support. This is an opportunity to become a key operational partner within a growing and evolving organization.
Location: Orange, CA (FT-Onsite)
Department: Tax
About Talley LLP
Talley, 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.
Since 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, operational excellence, problem-solving, and strategic growth for our clients and our team.
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
We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability, collaboration, innovation, and results are key drivers of success.
Position Overview
We are seeking a highly organized, detail-oriented, and tech-savvy 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 sophisticated tax, transactional, estate planning, and operational matters.
This is a fast-paced, document-intensive role requiring exceptional project coordination, deadline management, operational awareness, and a high level of accuracy, particularly during peak tax season. The ideal candidate is proactive, solutions-oriented, operationally minded, and excited about leveraging AI-enabled tools, workflow automation, and modern technology solutions to improve efficiency, scalability, and administrative operations across the firm.
This individual should be naturally curious about emerging technologies, highly adaptable, and capable of identifying opportunities to modernize internal processes and streamline workflows in a professional services environment.
Key Responsibilities
Tax & Administrative Support
- Gather, organize, and manage tax documents and information from clients
- Prepare engagement agreements and related client documentation
- Maintain and manage client files with a high degree of accuracy, organization, and confidentiality
- Support tax return processing, including sorting, scanning, clearing diagnostics, e-filing, tracking, and final assembly
- Assist with administrative support across business planning, corporate governance, succession planning, M&A, estate planning, and real estate matters
- Coordinate multiple projects and deadlines while ensuring timely completion of deliverables
- Manage client communications and provide a high level of responsiveness and professionalism
- Support partners and staff with administrative, operational, and workflow-related tasks as needed
- Assist with the implementation and optimization of AI-enabled administrative and tax workflow processes
- Identify opportunities to streamline operational procedures through automation and technology solutions
- Support the development and maintenance of standardized workflows, templates, checklists, and process documentation
- Help improve operational efficiency across tax return processing, client onboarding, document collection, and internal administrative workflows
- Coordinate workflow tracking, task management, and project status reporting across departments
- Partner with leadership to improve scalability, organization, and operational effectiveness within the Tax and Legal teams
- Assist with maintaining organized digital records and improving data integrity across systems and platforms
- Utilize AI-assisted tools and workflow technologies to improve efficiency, document management, communication, and project coordination
- Support automation initiatives involving document routing, client follow-up communications, task management, and workflow tracking
- Remain current on emerging administrative technologies, AI-enabled tools, and best practices relevant to professional services environments
- Assist with onboarding and implementation of new software, systems, and workflow technologies as needed
- Help drive continuous improvement initiatives through technology adoption and operational enhancements
Qualifications & Experience
- Minimum of 3+ years of experience in a tax, legal, accounting, or professional services environment
- Experience supporting CPAs, attorneys, or financial professionals strongly preferred
- Working knowledge of tax source documents and administrative workflows
- Demonstrated ability to manage multiple deadlines and priorities in a deadline-driven environment
- Strong project management, organizational, and follow-through skills
- Experience working in fast-paced, high-accountability environments preferred
Technical Skills
- Advanced proficiency in Microsoft Excel, including formulas, data organization, reporting, and spreadsheet management (macro experience a plus)
- Strong technical aptitude and systems orientation
- Proficiency in Microsoft Office Suite (Word, Outlook, PowerPoint), including document formatting, proofreading, and redlining
- Experience with CCH ProSystems Suite or similar tax software preferred
- Strong comfort level learning and leveraging AI-enabled productivity and workflow tools
- Familiarity with workflow automation platforms, document management systems, CRM systems, or process optimization tools preferred
- Demonstrated ability to improve operational efficiency through technology adoption and process refinement
- Experience using AI-assisted administrative, project management, or workflow tools is a plus
- Ability to quickly learn and adapt to new software platforms and evolving technologies
- Exceptional attention to detail and accuracy
- Strong organizational and time management skills
- Excellent written and verbal communication skills
- High level of professionalism, reliability, accountability, and discretion
- Ability to prioritize and manage multiple projects simultaneously
- Team-oriented with strong interpersonal and client service skills
- Entrepreneurial mindset with a continuous improvement mentality
- Process-oriented thinker with strong operational awareness
- Adaptability and openness to evolving technologies and AI-enabled workflows
- Ability to identify inefficiencies and proactively recommend solutions
- Comfortable operating in a fast-changing, growth-oriented environment
- Bachelor’s degree preferred
- Experience in a CPA firm, law firm, family office, or similar professional services environment
- Familiarity with document management systems, workflow tools, and operational platforms
- Exposure to tax, legal, estate planning, or financial services environments preferred
Why Join Talley LLP?
You’ll be part of a collaborative, high-performing team that supports entrepreneurial clients through sophisticated financial, tax, legal, and operational matters. This role offers exposure to complex engagements, opportunities to improve and modernize operational workflows, and a clear path for professional growth within a dynamic, technology-forward firm.
At Talley, we value individuals who are proactive, innovative, accountable, and eager to contribute beyond traditional administrative support. This is an opportunity to become a key operational partner within a growing and evolving organization.
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The Company
What We Do
Founded in 1989, Talley & Company is the premier consulting and financial services firm dedicated to advising high net worth individuals and their closely held entities with the strategic business solutions that deliver meaningful results. At Talley & Company, we share the same entrepreneurial spirit that has helped propel your company to its current level of success.
