jazzhr

Senior Tax Manager

Talley LLP

Orange, USA

Full-time

Senior · 10+ years experience

Hybrid

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CCH AxcessProSystem fxUltraTaxGoSystemMicrosoft ExcelChatGPT

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CCH AxcessProSystem fxUltraTax

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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
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.
Perform final technical review of complex tax engagements.
Be highly proficient in reviewing and advising on: Individuals (1040) Partnerships (1065) S Corporations (1120-S) Corporations (1120) Trusts and fiduciary entities Additional corporate and business tax engagements as needed
Individuals (1040)
Partnerships (1065)

• S Corporations (1120-S)

Corporations (1120)
Trusts and fiduciary entities
Additional corporate and business tax engagements as needed
Maintain proficiency with relevant software and technology, including:
CCH Axcess, ProSystem fx, UltraTax, GoSystem, or similar tax software
Microsoft Excel, including formulas, pivot tables, data analysis, and reconciliations Tax research platforms AI tools, such as ChatGPT, Claude, Microsoft Copilot, and other workflow-automation tools
Tax research platforms
AI tools, such as ChatGPT, Claude, Microsoft Copilot, and other workflow-automation tools
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.
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.
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 year—not just during tax season.
Deliver an exceptional client experience through responsiveness, strategic insight, and practical solutions.
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 Talley’s integrated service offerings.
Support proposal development and participate in prospective client presentations.
Contribute to the continued growth of Talley’s Tax Practice and future Partner expansion.
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 Talley’s high standards of client service.
Active CPA license required (JD and/or LL.M. a plus).
10–15+ 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 Forms 1040, 1065, 1041, and 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.
Serve as a trusted advisor to Talley’s 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.
Advance toward Principal or Partner.