Tax Administrator
Share
Job Location:
Orange, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Tax Administrator
Location: Orange County CA (Onsite)
Department: Tax
About Talley LLP
Talley LLP along with its affiliated entitiesTalley Law Group (TLG) Talley Capital Group (TCG) and Talley Wealth LLCis a full-service financial tax legal and consulting firm dedicated to serving entrepreneurially driven businesses high-net-worth individuals and professional athletes.
Unlike traditional accounting firms we operate as business partners not just service providers. Our mission is to go beyond compliancehelping clients maximize profitability navigate complex financial landscapes and achieve long-term success.
Our Commitment to Clients
Since our founding in 1989 we have built a reputation for being our clients Most Trusted Advisor (MTA) by delivering tailored forward-thinking solutions that address both challenges and opportunities. We embrace an entrepreneurial mindset that drives innovation problem-solving and strategic growth for our clients.
Our Services
We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability results and collaboration are key drivers of success.
Position Overview
We are seeking a detail-oriented and highly organized Tax Administrator to support our Tax and Legal teams. This role works closely with tax and legal partners who advise closely held businesses and their owners on complex tax transactional and estate planning matters.
The position is fast-paced and document-intensive requiring strong project coordination deadline management and a high level of accuracy particularly during peak tax season. The ideal candidate is proactive technically capable and comfortable managing multiple priorities in a professional services environment.
Key Responsibilities
Qualifications & Experience
Technical Skills
Core Competencies
Preferred Qualifications
Why Join Talley LLP
Youll be part of a collaborative high-performing team that supports entrepreneurial clients through complex financial tax and legal matters. This role offers exposure to sophisticated work opportunities to improve operational processes and a clear path for growth within a dynamic and evolving firm.
Location: Orange County CA (Onsite)
Department: Tax
About Talley LLP
Talley LLP along with its affiliated entitiesTalley Law Group (TLG) Talley Capital Group (TCG) and Talley Wealth LLCis a full-service financial tax legal and consulting firm dedicated to serving entrepreneurially driven businesses high-net-worth individuals and professional athletes.
Unlike traditional accounting firms we operate as business partners not just service providers. Our mission is to go beyond compliancehelping clients maximize profitability navigate complex financial landscapes and achieve long-term success.
Our Commitment to Clients
Since our founding in 1989 we have built a reputation for being our clients Most Trusted Advisor (MTA) by delivering tailored forward-thinking solutions that address both challenges and opportunities. We embrace an entrepreneurial mindset that drives innovation problem-solving and strategic growth for our clients.
Our Services
- Audit & Assurance Traditional financial reporting with a strategic approach
- Tax Compliance & Planning Proactive expert tax strategies tailored to client needs
- Business Consulting Helping businesses scale efficiently and sustainably
- Estate & Business Planning M&A and Tax Law Services Delivered through TLG
- Outsourced Accounting Controller and CFO Services Provided by TCAS
- Mergers & Acquisitions Growth Strategies and Operational Consulting Led by TCG
We embrace a hybrid work culture that balances flexibility with our commitment to exceptional client service. Our professionals thrive in an environment where accountability results and collaboration are key drivers of success.
Position Overview
We are seeking a detail-oriented and highly organized Tax Administrator to support our Tax and Legal teams. This role works closely with tax and legal partners who advise closely held businesses and their owners on complex tax transactional and estate planning matters.
The position is fast-paced and document-intensive requiring strong project coordination deadline management and a high level of accuracy particularly during peak tax season. The ideal candidate is proactive technically capable and comfortable managing multiple priorities in a professional services environment.
Key Responsibilities
- Gather and organize tax documents and information from clients
- Prepare engagement agreements and related documentation
- Maintain and manage client files with a high degree of accuracy and confidentiality
- Support tax return processing including sorting scanning clearing diagnostics e-filing and final assembly
- Assist with administrative support across business planning corporate governance succession planning M&A and real estate matters
- Coordinate multiple projects and deadlines ensuring timely completion of deliverables
- Manage client communications and provide a high level of service and responsiveness
- Support partners and staff with administrative and operational tasks as needed
Qualifications & Experience
- Minimum of 3 years of experience in a tax legal or professional services environment
- Experience supporting CPAs or attorneys strongly preferred
- Working knowledge of tax source documents and administrative workflows
- Demonstrated ability to manage multiple deadlines and priorities particularly in a deadline-driven environment
- Strong project management and organizational skills
Technical Skills
- Advanced proficiency in Microsoft Excel including formulas data organization and reporting (macro experience a plus)
- Strong technical aptitude including exposure to or interest in leveraging AI tools and automation to improve workflows
- Proficiency in Microsoft Office Suite (Word Outlook PowerPoint) including document formatting and redlining
- Experience with CCH ProSystems Suite or similar tax software is a plus
Core Competencies
- Exceptional attention to detail and accuracy
- Strong organizational and time management skills
- Excellent written and verbal communication skills (grammar spelling and proofreading)
- Ability to prioritize and manage multiple projects simultaneously
- High level of professionalism reliability and accountability
- Team-oriented with strong interpersonal and client service skills
Preferred Qualifications
- Bachelors degree preferred
- Experience in a CPA firm law firm or similar professional services environment
- Familiarity with document management systems and workflow tools
Why Join Talley LLP
Youll be part of a collaborative high-performing team that supports entrepreneurial clients through complex financial tax and legal matters. This role offers exposure to sophisticated work opportunities to improve operational processes and a clear path for growth within a dynamic and evolving firm.
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.
