Tax Manager
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Job Location:
Orange, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
12 hours ago
Vacancies:
1 Vacancy
Job Summary
Tax Manager
Talley LLP
Orange California
About the Firm
Talley LLP and its affiliated entitiesTalley 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 clients Most Trusted Advisor (MTA) by delivering global solutions to our clients complex challenges and opportunities.
Our services include:
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 firms 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
Marketing
Talley LLP
Orange California
About the Firm
Talley LLP and its affiliated entitiesTalley 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 clients 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
Position Summary
The Tax Manager functions well in a dynamic challenging and growth environment and will:
- Understand best practices with respect to the firms 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 firms complex returns
- Assist the firms 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 firms 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
- Focus on client
- 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
- Practicing CPA or attorney (LLM preferred)
- 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
Marketing
- Develop and expand a personal network of client relationships and referral sources including a proactive campaign of managing contacts with said network
- Actively market and sell to new and current clients. Emphasis should be on existing clients in developing the Most Trusted Advisor relationship; identifying tax and business issues of relevance to them; incorporating the various services offered by the firm into discussions with the client; and accessing and developing relationships with a clients referral sources.
- Initiate a marketing program to promote the Tax Managers industry area subject matter expertise.
- Maintain agreed-upon marketing metrics
- 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 clients 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.
- Mentor and BSC responsibilities for staff up to 2-4 individuals
- Actively assist in on boarding new staff into the firm utilizing the firms on boarding 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.
Required Experience:
Manager
About Company
Talley, LLP is the premier consulting and financial services firm dedicated to advising high-net-worth individuals and their closely-held entities with strategic business solutions that deliver meaningful results.
