Senior Tax Manager

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)—are 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 was founded in 1989 with a mission of helping entrepreneurially driven businesses, their owners, and high net worth individuals manage their financial affairs and achieve business objectives profitably and efficiently.

Talley’s professionals strive to become each client’s Most Trusted Advisor by delivering global solutions to complex challenges and opportunities.

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.

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,…