Senior Tax Manager

Senior Tax Manager – Talley LLP – Orange, California (Hybrid)

Position Summary

The Senior Tax Manager is a senior leadership position responsible for delivering exceptional client service while helping shape the strategic direction of Talley's Tax Practice. This individual serves as a trusted advisor to high-net‑worth individuals, closely held businesses, entrepreneurs, and family offices. The role is viewed as a key leadership position with a clear pathway to Principal or Partner.

• 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.

Talley is a relationship‑driven 1040 practice with a strong emphasis on tax compliance and proactive tax planning.

The Senior Tax Manager will:

• 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.

A significant portion of this role focuses on developing people.

Responsibilities include:

• 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.

This position is heavily client‑facing.

Responsibilities include:

• 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.
• Ch…