Senior Tax Manager

Talley, LLP, together with 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 manage their financial affairs and 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 clients’ 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 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.

This position is ideal for a technically strong tax professional who enjoys mentoring others, building client relationships, leading a high-performing team, and contributing to the continued growth of the firm.

• 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 in reviewing and advising on:
• Partnerships (1065)
• S Corporations (1120-S)
• Corporations (1120)
• Trusts and fiduciary entities
• Additional corporate and business tax engagements as needed
• Maintain proficiency with relevant software and technology, including:
• CCH Axcess, Pro System fx, Ultra Tax, GoSystem, or similar tax software
• Microsoft Excel, including formulas, pivot tables, data analysis, and reconciliations
• Tax research platforms
• AI tools, such as ChatGPT, Claude, Microsoft Copilot, and other…