Senior Tax Manager — Hybrid, High‑Net‑Worth Advisory

Talley LLP; Orange (CA); Hybrid; USD 140.000 - 210.000; Vollzeit

Zusammenfassung

Talley LLP in Orange, CA is seeking a Senior Tax Manager to lead the Tax Practice, mentor a team, and deliver strategic tax planning for high-net-worth individuals and closely held businesses.

You will collaborate across service lines to provide integrated advisory solutions while upholding quality and compliance. This role emphasizes leadership, client relationships, and growth within a dynamic, entrepreneurial firm.

Qualifikationen

• 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 and closely held businesses
• Strong leadership, communication, and talent development skills

Aufgaben

• Lead Tax Practice and mentor Managers, Seniors, and Staff
• Provide strategic tax planning for high-net-worth individuals and family offices
• Perform final technical review of complex engagements (1040, 1065, 1120–S, 1120, 1041)
• Drive business development and cross-sell Talley's integrated services
• Champion AI, automation, and emerging technologies to improve client service

Kenntnisse

CPA license

Tax planning

High-net-worth client service

Public accounting

Mentoring

Client relations

Ausbildung

CPA license

Tools

CCH Axcess

ProSystem fx

UltraTax

GoSystem

Jobbeschreibung

Talley LLP in Orange, CA is seeking a Senior Tax Manager to lead the Tax Practice, mentor a team, and deliver strategic tax planning for high-net-worth individuals and closely held businesses.

You will collaborate across service lines to provide integrated advisory solutions while upholding quality and compliance. This role emphasizes leadership, client relationships, and growth within a dynamic, entrepreneurial firm.