Tax Manager

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.

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.

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.

• Time Management
• Exceptional Organization 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

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