Tax Administrator

Talley LLP • Orange, CA

9d • Onsite

About The Position

Talley, LLP, along with its affiliated entities—Talley Law Group (TLG), Talley Capital Group (TCG), and Talley Wealth, LLC—is 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 compliance—helping 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, problem-solving, and strategic growth for our clients. Our Services include Audit & Assurance, Tax Compliance & Planning, Business Consulting, Estate & Business Planning, M&A, and Tax Law Services, Outsourced Accounting, Controller, and CFO Services, and Mergers & Acquisitions, Growth Strategies, and Operational Consulting. As a boutique firm with over 50 U.S.-based professionals and 20–30 offshore/outsourced team members, we have expanded rapidly, becoming one of Orange County’s leading professional services firms. 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. 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.

Requirements

• 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
• 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
• 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

Nice To Haves

• Bachelor’s degree preferred
• Experience in a CPA firm, law firm, or similar professional services environment
• Familiarity with document management systems and workflow tools

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

Benefits

• Exposure to sophisticated work
• Opportunities to improve operational processes
• A clear path for growth within a dynamic and evolving firm

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level