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Tax Administrator AI Enabled
Job Location:
Job Location:
Orange, CA - USA
Yearly Salary:
USD 65000 - 75000
Yearly Salary:
Posted:
28 May 2026 (30+ days ago)
Posted:
Application Deadline:
25 August 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Tax Administrator AI Enabled
Location: Orange CA (FT-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.
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 operational excellence problem-solving and strategic growth for our clients and our team.
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 collaboration innovation and results are key drivers of success.
Position Overview
We are seeking a highly organized detail-oriented and tech-savvy 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 sophisticated tax transactional estate planning and operational matters.
This is a fast-paced document-intensive role requiring exceptional project coordination deadline management operational awareness and a high level of accuracy particularly during peak tax season. The ideal candidate is proactive solutions-oriented operationally minded and excited about leveraging AI-enabled tools workflow automation and modern technology solutions to improve efficiency scalability and administrative operations across the firm.
This individual should be naturally curious about emerging technologies highly adaptable and capable of identifying opportunities to modernize internal processes and streamline workflows in a professional services environment.
Key Responsibilities
Tax & Administrative Support
Qualifications & Experience
Technical Skills
Why Join Talley LLP
Youll be part of a collaborative high-performing team that supports entrepreneurial clients through sophisticated financial tax legal and operational matters. This role offers exposure to complex engagements opportunities to improve and modernize operational workflows and a clear path for professional growth within a dynamic technology-forward firm.
At Talley we value individuals who are proactive innovative accountable and eager to contribute beyond traditional administrative support. This is an opportunity to become a key operational partner within a growing and evolving organization.
Location: Orange CA (FT-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.
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 operational excellence problem-solving and strategic growth for our clients and our team.
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 collaboration innovation and results are key drivers of success.
Position Overview
We are seeking a highly organized detail-oriented and tech-savvy 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 sophisticated tax transactional estate planning and operational matters.
This is a fast-paced document-intensive role requiring exceptional project coordination deadline management operational awareness and a high level of accuracy particularly during peak tax season. The ideal candidate is proactive solutions-oriented operationally minded and excited about leveraging AI-enabled tools workflow automation and modern technology solutions to improve efficiency scalability and administrative operations across the firm.
This individual should be naturally curious about emerging technologies highly adaptable and capable of identifying opportunities to modernize internal processes and streamline workflows in a professional services environment.
Key Responsibilities
Tax & Administrative Support
- Gather organize and manage tax documents and information from clients
- Prepare engagement agreements and related client documentation
- Maintain and manage client files with a high degree of accuracy organization and confidentiality
- Support tax return processing including sorting scanning clearing diagnostics e-filing tracking and final assembly
- Assist with administrative support across business planning corporate governance succession planning M&A estate planning and real estate matters
- Coordinate multiple projects and deadlines while ensuring timely completion of deliverables
- Manage client communications and provide a high level of responsiveness and professionalism
- Support partners and staff with administrative operational and workflow-related tasks as needed
- Assist with the implementation and optimization of AI-enabled administrative and tax workflow processes
- Identify opportunities to streamline operational procedures through automation and technology solutions
- Support the development and maintenance of standardized workflows templates checklists and process documentation
- Help improve operational efficiency across tax return processing client onboarding document collection and internal administrative workflows
- Coordinate workflow tracking task management and project status reporting across departments
- Partner with leadership to improve scalability organization and operational effectiveness within the Tax and Legal teams
- Assist with maintaining organized digital records and improving data integrity across systems and platforms
- Utilize AI-assisted tools and workflow technologies to improve efficiency document management communication and project coordination
- Support automation initiatives involving document routing client follow-up communications task management and workflow tracking
- Remain current on emerging administrative technologies AI-enabled tools and best practices relevant to professional services environments
- Assist with onboarding and implementation of new software systems and workflow technologies as needed
- Help drive continuous improvement initiatives through technology adoption and operational enhancements
Qualifications & Experience
- Minimum of 3 years of experience in a tax legal accounting or professional services environment
- Experience supporting CPAs attorneys or financial professionals strongly preferred
- Working knowledge of tax source documents and administrative workflows
- Demonstrated ability to manage multiple deadlines and priorities in a deadline-driven environment
- Strong project management organizational and follow-through skills
- Experience working in fast-paced high-accountability environments preferred
Technical Skills
- Advanced proficiency in Microsoft Excel including formulas data organization reporting and spreadsheet management (macro experience a plus)
- Strong technical aptitude and systems orientation
- Proficiency in Microsoft Office Suite (Word Outlook PowerPoint) including document formatting proofreading and redlining
- Experience with CCH ProSystems Suite or similar tax software preferred
- Strong comfort level learning and leveraging AI-enabled productivity and workflow tools
- Familiarity with workflow automation platforms document management systems CRM systems or process optimization tools preferred
- Demonstrated ability to improve operational efficiency through technology adoption and process refinement
- Experience using AI-assisted administrative project management or workflow tools is a plus
- Ability to quickly learn and adapt to new software platforms and evolving technologies
- Exceptional attention to detail and accuracy
- Strong organizational and time management skills
- Excellent written and verbal communication skills
- High level of professionalism reliability accountability and discretion
- Ability to prioritize and manage multiple projects simultaneously
- Team-oriented with strong interpersonal and client service skills
- Entrepreneurial mindset with a continuous improvement mentality
- Process-oriented thinker with strong operational awareness
- Adaptability and openness to evolving technologies and AI-enabled workflows
- Ability to identify inefficiencies and proactively recommend solutions
- Comfortable operating in a fast-changing growth-oriented environment
- Bachelors degree preferred
- Experience in a CPA firm law firm family office or similar professional services environment
- Familiarity with document management systems workflow tools and operational platforms
- Exposure to tax legal estate planning or financial services environments preferred
Why Join Talley LLP
Youll be part of a collaborative high-performing team that supports entrepreneurial clients through sophisticated financial tax legal and operational matters. This role offers exposure to complex engagements opportunities to improve and modernize operational workflows and a clear path for professional growth within a dynamic technology-forward firm.
At Talley we value individuals who are proactive innovative accountable and eager to contribute beyond traditional administrative support. This is an opportunity to become a key operational partner within a growing and evolving organization.
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.
