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Senior Tax Manager
Job Location:
Job Location:
Orange, CA - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
13 July 2026 (30+ days ago)
Posted:
Application Deadline:
18 October 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Senior Tax Manager
Talley LLP
Orange California (Hybrid)
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:
Talley is a boutique firm with 70 U.S.-based professionals and 2030 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.
Position Summary
The Senior Tax Manager is a senior leadership position responsible for delivering exceptional client service while helping shape the strategic direction of Talleys 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.
Strategic Client Advisory
Tax Compliance & Technical Leadership
Talley is a relationship-driven 1040 practice with a strong emphasis on tax compliance and proactive tax planning.
The Senior Tax Manager will:
Leadership & Talent Development
A significant portion of this role focuses on developing people.
Responsibilities include:
Client Relationship Management
This position is heavily client-facing.
Responsibilities include:
Practice Growth & Business Development
Leadership & Practice Management
Qualifications
Success Measures
Success in this role will be measured by the ability to:
We look forward to meeting you!
Please email your resume for quicker consideration: emailprotected
Talley LLP
Orange California (Hybrid)
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
Talley is a boutique firm with 70 U.S.-based professionals and 2030 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.
Position Summary
The Senior Tax Manager is a senior leadership position responsible for delivering exceptional client service while helping shape the strategic direction of Talleys 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.
Strategic Client Advisory
- Serve as the primary advisor on Talleys 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 Talleys multidisciplinary service linesincluding Tax Audit Talley Law Group Talley Capital Group and Talley Wealthto deliver integrated client solutions.
- Partner closely with Talley Law Group on tax planning initiatives involving business owners trusts estates and succession planning.
Tax Compliance & Technical Leadership
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 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 teams 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.
Leadership & Talent Development
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 onboarding succession planning and employee retention.
- Foster a collaborative high-performance culture centered on accountability continuous learning and exceptional client service.
- Help manage the day-to-day operations of the Tax Department while supporting long-term strategic initiatives.
Client Relationship Management
This position is heavily client-facing.
Responsibilities include:
- Build long-term trusted advisor relationships with clients.
- Lead client meetings and communicate complex tax matters in a practical business-focused manner.
- Identify opportunities to improve clients tax positions through proactive planning.
- Work closely with business owners and closely held companies throughout the yearnot just during tax season.
- Deliver an exceptional client experience through responsiveness strategic insight and practical solutions.
Practice Growth & Business Development
- Develop referral relationships with attorneys bankers wealth advisors business owners and other centers of influence.
- Generate new business opportunities through networking community involvement professional organizations and thought leadership.
- Identify cross-selling opportunities across Talleys integrated service offerings.
- Support proposal development and participate in prospective client presentations.
- Contribute to the continued growth of Talleys Tax Practice and future Partner expansion.
Leadership & Practice Management
- Assist Partners with strategic planning and execution of Tax Practice initiatives.
- Improve workflow utilization profitability quality standards and operational efficiency.
- Champion AI automation and emerging technologies that enhance client service and internal processes.
- Help drive departmental performance while maintaining Talleys high standards of client service.
Qualifications
- Active CPA license required (JD and/or LL.M. a plus).
- 1015 years of progressive public accounting tax experience.
- Extensive experience serving high-net-worth individuals closely held businesses entrepreneurs and family-owned companies.
- Strong technical expertise in Formsand 1120-S.
- Demonstrated success leading tax professionals through mentorship technical review and talent development.
- Proven ability to build trusted client relationships and provide strategic tax planning.
- Experience with business development and practice growth.
- Strong leadership communication and organizational skills.
- Passion for developing people and building high-performing teams.
Success Measures
Success in this role will be measured by the ability to:
- Serve as a trusted advisor to Talleys largest and most sophisticated clients.
- Deliver exceptional tax compliance while identifying meaningful tax planning opportunities.
- Develop and mentor future leaders within the Tax Practice.
- Build strong client relationships that drive long-term retention and referrals.
- Strengthen the technical capabilities of the tax team through coaching and mentorship.
- Contribute to business development and practice growth.
- Improve operational efficiency while maintaining exceptional quality standards.
- Position yourself for advancement to Principal or Partner.
We look forward to meeting you!
Please email your resume for quicker consideration: emailprotected
Required Experience:
Senior 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.
