Position Summary

The Tax Manager functions well in a dynamic, challenging and growth environment and will:

Must be willing to work in-office at our Orange, CA, location at least 2 - 3 days per week.

•    Understand “best practices” with respect to the firm’s programs and processes, especially with respect to tax preparation, review and planning software. Maintain a high level of expertise with respect to the software and improve efficiencies in its application within the tax function. 
•    Review the firm’s complex returns 
•    Assist the firm’s partners and client service managers in managing tax relationships on complex clients.
•    Act as point of contact and relationship manager/CSM on designated individuals and small businesses.
•    Demonstrate advanced technical expertise, e.g. and advanced skill set within the tax code (e.g. subchapter K) or industry expertise (e.g. restaurant industry).
•    Participate where appropriate in our tax onboarding and training program.
•    Manage client load of appropriate client assignments efficiently. 
•    Maintain responsibility for agreed-upon process improvement initiatives.
 
Aspirational Functions of the Position 

The Tax Manager position encapsulates a combination of production components and client service components. Production components consist of technical skills, including the management of client tax compliance, planning and tax projects; expertise in the processes utilized by the firm in the tax compliance function; project management skills and oversight, including contributions to operating efficiencies; and workflow management. Client service components include managing client relationships in conjunction with a partner on the firm’s top clients and as the client service manager on smaller clients; developing proactive, advisory relationships with clients; identification of issues, development of opportunities and assisting clients in IRS risk mitigation and tax reduction strategies.

While the opportunity exists for a Tax Manager to pursue and excel in both components, it is generally expected that a Tax Manager will emphasize one component over the other, while maintaining a fundamental level of competence in the other component.

Qualities
•    Time Management 
•    Exceptional Organization Skills 
•    Strong Communication skills
•    Responsiveness to time sensitive items 
•    Attention to Detail
•    Focus on client 
•    Ability to work independently
•    Deadline oriented
•    Build strong relationships with staff
•    Team Player and be proactive
•    Strong Leadership skills
•    Transparency
•    Strong Work Ethic 
•    Being professional and respectful to others
•    Positive Attitude 

Technical Skills

•    Practicing CPA or attorney (LLM preferred)
•    Demonstrated ability to manage client relationships, including complex organizational structures and transactions
•    Ability to review complicated tax compliance projects and returns, including entity and individual returns, including multistate, consolidated, or foreign bank reporting
•    Experience recognizing issues per review of returns, explaining the issue and opportunity to clients, and implementing planning strategies resulting therefrom
•    Recognized technical expertise in a tax subject matter area or industry

Marketing
•    Develop and expand a personal network of client relationships and referral sources, including a proactive campaign of managing contacts with said network
•    Actively market and sell to new and current clients. Emphasis should be on existing clients in developing the Most Trusted Advisor relationship; identifying tax and business issues of relevance to them; incorporating the various services offered by the firm into discussions with the client; and accessing and developing relationships with a client’s referral sources.
•    Initiate a marketing program to promote the Tax Manager’s industry area subject matter expertise.
•    Maintain agreed-upon marketing metrics

Client Management
•    Oversight of tax services to small business, professional and individual client relationships (negotiating fees, addressing client service issues, address/oversight of technical issues, etc.)
•    Act as key team member on larger clients with a Partner or Client Service Manager 
•    Oversight of meetings and extended services for existing clients
•    Project management of tax services to clients
•    Demonstrate a thorough working knowledge of clients' business needs by identifying and resolving most engagement issues, applying business knowledge and experience gained to add value to the service provided.
•    Coordination of client’s work and staff scheduling.

Department Management
•    Be responsible/oversight for department BSC management areas, e.g. workflow management, scheduling, training, or Onboarding. Act as both leader and member in implementing the BSC
•    Development/Oversight of new services to deliver to client 
•    Project management for department related items
•    Responsible for keeping all firm members informed of tax changes 
•    With the Tax Department Partner, develop the key initiatives and leading and lagging indicators. Implement the plan to achieve targeted objectives.

Staff Development
•    Mentor and BSC responsibilities for staff, up to 2-4 individuals
•    Actively assist in on boarding new staff into the firm utilizing the firm’s on boarding training matrix
•    Actively assist in training and learning programs for department team members
•    Demonstrate an interest in the growth of others as professionals as well as refining and polishing skills used in managing people. 
•    Effectively delegate, provide timely and relevant performance feedback, and provide assistance and encouragement as needed, generally in a monthly BSC check in meeting with direct reports
•    Accept new staff on engagements and provide them with the necessary on-the-job training and supervision.
•    Be cooperative and helpful to all team members and promote teamwork within the Firm.
•    Motivate team members and coordinate efforts with other team members and peers, as well as client personnel.

Personal Development
•    50% of CPE devoted to non-technical items (firm management, marketing, leadership, etc.)
•    Develop excellent communication skills
•    Continue personal growth by preparing personal development plans, while meeting the minimum firm and professional education requirements.
•    Work to build professional relationships with clients, other firm members and departments, and own peer groups.
•    Address all issues in a professional and respectful manner with other employees.

General Qualifications:
•    Most recent 8+ years tax experience in a public accounting firm
•    Active California CPA required
•    Experience with multi-state tax planning and review
•    Ability to work with clients to maximize  potential tax planning opportunities
•    Previous experience with high net worth individuals and their closely held entities
•    Able to prepare and review complex level tax returns
•    Technologically savvy (experience with ProSystem fx tax software a plus)

Supervisory Skills:
•    3+ years tax staff management experience necessary
•    Assisting with  building  client relationships
•    Ability to manage and mentor staff members
•    Capable and willing to participate in our continuing process to improve technical quality
•    Project management skills are a must! Ability to see a project through from beginning to end

Key Deliverables:
•    Support growth of Tax revenues by:
o    Developing additional client revenues
o    $350K in personal production
o    Retaining current client relationships
•    Spearhead a program to develop process infrastructure to increase tax production by 15% (100 returns)
o    Utilization of a technology-based approach
o    Create a "light" process for less complex returns
o    Develop and implement a training program for staff
•    Work with Partners to assume daily responsibilities of tax department within 6 months.
o    Hire, train, and develop staff
o    Organize workflows to ensure production is meeting client deadlines, proper staff utilization, and increasing visibility of compliance workload. 

Talley offers a comprehensive compensation and benefits package which includes:
•    Medical Insurance
•    Dental Insurance
•    Life Insurance
•    401(k) Plan
•    Paid Time Off (PTO)
•    Paid Holidays
•    New Client Referral Rewards

Must be willing to work in-office at our Orange, CA, location at least 2 - 3 days per week.
Please reply with resume subject Tax Manager to [email protected].