The Role
Manages complex tax compliance, planning, and review engagements for individuals, partnerships, corporations, S corporations, trusts, and small businesses. Oversees client relationships, tax projects, workflow, scheduling, staff training, onboarding, and process improvements. Advises clients on tax issues, IRS risk mitigation, and tax reduction strategies while providing technical leadership, department support, and team development.
Summary Generated by Built In
Tax Manager
Talley LLP
Orange, California (Hybrid)
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:
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 Tax Manager functions well in a dynamic, challenging and growth environment and will:
Aspirational Functions of the Position
The Tax Manager position encapsulates a combination of production components and client service components. Production components consist of technical skills, including the management of client tax compliance, planning and tax projects; expertise in the processes utilized by the firm in the tax compliance function; project management skills and oversight, including contributions to operating efficiencies; and workflow management. Client service components include managing client relationships in conjunction with a partner on the firm’s top clients and as the client service manager on smaller clients; developing proactive, advisory relationships with clients; identification of issues, development of opportunities and assisting clients in IRS risk mitigation and tax reduction strategies.
While the opportunity exists for a Tax Manager to pursue and excel in both components, it is generally expected that a Tax Manager will emphasize one component over the other, while maintaining a fundamental level of competence in the other component.
Qualities
Technical Skills
Tax Compliance & Technical Leadership
Talley is a relationship-driven 1040 practice with a strong emphasis on tax compliance and proactive tax planning.
The Tax Manager will:
Client Management
Talley LLP offers competitive compensation, bonus opportunities, comprehensive benefits, ongoing professional development, CPA support, mentorship, and long-term career growth opportunities within a collaborative and entrepreneurial environment. Compensation is commensurate with experience, technical ability, and educational background.
Talley LLP
Orange, California (Hybrid)
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.
Position Summary
The Tax Manager functions well in a dynamic, challenging and growth environment and will:
- Understand “best practices” with respect to the firm’s programs and processes, especially with respect to tax preparation, review and planning software. Maintain a high level of expertise with respect to the software and improve efficiencies in its application within the tax function.
- Review the firm’s complex returns
- Assist the firm’s partners and client service managers in managing tax relationships on complex clients.
- Act as point of contact and relationship manager/CSM on designated individuals and small businesses.
- Demonstrate advanced technical expertise, e.g. and advanced skill set within the tax code (e.g. subchapter K) or industry expertise (e.g. restaurant industry).
- Participate where appropriate in our tax onboarding and training program.
- Manage client load of appropriate client assignments efficiently.
- Maintain responsibility for agreed-upon process improvement initiatives.
Aspirational Functions of the Position
The Tax Manager position encapsulates a combination of production components and client service components. Production components consist of technical skills, including the management of client tax compliance, planning and tax projects; expertise in the processes utilized by the firm in the tax compliance function; project management skills and oversight, including contributions to operating efficiencies; and workflow management. Client service components include managing client relationships in conjunction with a partner on the firm’s top clients and as the client service manager on smaller clients; developing proactive, advisory relationships with clients; identification of issues, development of opportunities and assisting clients in IRS risk mitigation and tax reduction strategies.
While the opportunity exists for a Tax Manager to pursue and excel in both components, it is generally expected that a Tax Manager will emphasize one component over the other, while maintaining a fundamental level of competence in the other component.
Qualities
- Time Management
- Exceptional Organization Skills
- Strong Communication skills
- Responsiveness to time sensitive items
- Attention to Detail
- Client Focused
- Ability to work independently
- Deadline oriented
- Build strong relationships with staff
- Team Player and be proactive
- Strong Leadership skills
- Transparency
- Strong Work Ethic
- Being professional and respectful to others
- Positive Attitude
Technical Skills
Tax Compliance & Technical Leadership
Talley is a relationship-driven 1040 practice with a strong emphasis on tax compliance and proactive tax planning.
The Tax Manager will:
- Be highly proficient in reviewing and advising on:
- Individuals (1040)
- Partnerships (1065)
- S Corporations (1120-S)
- Corporations (1120)
- Trusts and fiduciary entities
- Practicing CPA
- Demonstrated ability to manage client relationships, including complex organizational structures and transactions
- Ability to review complicated tax compliance projects and returns, including entity and individual returns, including multistate, consolidated, or foreign bank reporting
- Experience recognizing issues per review of returns, explaining the issue and opportunity to clients, and implementing planning strategies resulting therefrom
- Recognized technical expertise in a tax subject matter area or industry
Client Management
- Oversight of tax services to small business, professional and individual client relationships (negotiating fees, addressing client service issues, address/oversight of technical issues, etc.)
- Act as key team member on larger clients with a Partner or Client Service Manager
- Oversight of meetings and extended services for existing clients
- Project management of tax services to clients
- Demonstrate a thorough working knowledge of clients' business needs by identifying and resolving most engagement issues, applying business knowledge and experience gained to add value to the service provided.
- Coordination of client’s work and staff scheduling.
- Be responsible/oversight for department BSC management areas, e.g. workflow management, scheduling, training, or Onboarding. Act as both leader and member in implementing the BSC
- Development/Oversight of new services to deliver to client
- Project management for department related items
- Responsible for keeping all firm members informed of tax changes
- With the Tax Department Partner, develop the key initiatives and leading and lagging indicators. Implement the plan to achieve targeted objectives.
- Actively assist in onboarding new staff into the firm utilizing the onboarding training matrix
- Actively assist in training and learning programs for department team members
- Demonstrate an interest in the growth of others as professionals as well as refining and polishing skills used in managing people.
- Effectively delegate, provide timely and relevant performance feedback, and provide assistance and encouragement as needed, generally in a monthly BSC check-in meeting with direct reports
- Accept new staff on engagements and provide them with the necessary on-the-job training and supervision.
- Be cooperative and helpful to all team members and promote teamwork within the Firm.
- Motivate team members and coordinate efforts with other team members and peers, as well as client personnel.
- 50% of CPE devoted to non-technical items (firm management, marketing, leadership, etc.)
- Develop excellent communication skills
- Continue personal growth by preparing personal development plans, while meeting the minimum firm and professional education requirements.
- Work to build professional relationships with clients, other firm members and departments, and own peer groups.
- Address all issues in a professional and respectful manner with other employees.
Talley LLP offers competitive compensation, bonus opportunities, comprehensive benefits, ongoing professional development, CPA support, mentorship, and long-term career growth opportunities within a collaborative and entrepreneurial environment. Compensation is commensurate with experience, technical ability, and educational background.
Skills Required
- Practicing Certified Public Accountant (CPA)
- Highly proficient reviewing and advising on individual, partnership, S corporation, corporation, trust, and fiduciary tax returns
- Ability to manage client relationships involving complex organizational structures and transactions
- Ability to review complicated entity and individual tax compliance projects, including multistate, consolidated, and foreign bank reporting returns
- Experience identifying tax issues and opportunities from return reviews and implementing planning strategies
- Recognized technical expertise in a tax subject matter area or industry
- Ability to oversee tax services, client meetings, fees, service issues, technical issues, and project delivery
- Ability to coordinate client work, staff scheduling, workflow, training, and onboarding
- Strong communication, organization, time management, leadership, client service, and attention-to-detail skills
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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.
