What are the responsibilities and job description for the Tax Manager / CSM position at Talley, LLP?
Job Description
Tax Manager (Orange, CA)
As a Tax Manager / CSM (Customer Service Manager), you will be expected to think and act proactively while making confident and autonomous decisions. Your ability to direct, as well as, mentor staff while developing client relationships will be your growth indicators with Talley. We expect a well rounded professional who can lead as well as take a “hands-on” approach to business production and development. You should also possess the following qualifications and skills:
General Qualifications:
Ø Most recent 8 years tax experience in a public accounting firm
Ø Active California CPA required
Ø Experience with multi-state tax review
Ø Ability to work with clients to maximize potential tax planning opportunities
Ø Previous experience with high net worth individuals and their closely held entities
Ø Able to prepare and review complex level tax returns
Ø Technologically savvy (experience with ProSystem fx tax software a plus)
Supervisory Skills:
Ø 3 years tax staff management experience necessary
Ø Assisting with building client relationships
Ø Ability to manage and mentor staff members
Ø Capable and willing to participate in our continuing process to improve technical quality
Ø Project management skills are a must! Ability to see a project through from beginning to end
Key Deliverables:
1. Support growth of Tax revenues by:
a. Developing additional client revenues
b. $350K in personal production
c. Retaining current client relationships
2. Spearhead a program to develop process infrastructure to increase tax production by 15% (100 returns)
a. Utilization of a technology-based approach
b. Create a "light" process for less complex returns
c. Develop and implement a training program for staff
3. Work with Partners to assume daily responsibilities of tax department within 6 months.
a. Hire, train, and develop staff
b. Organize workflows to ensure production is meeting client deadlines, proper staff utilization, and increasing visibility of compliance workload.
4. Be willing to work in-office our Orange, CA, office 2 - 3 days per week.
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
Please reply with resume with subject Tax Manager to careers@talleynco.com
Talley was founded in 1989, with the mission of helping entrepreneurially driven businesses and their owners, along with athletes and high net worth individuals, to manage their financial affairs and to achieve their business objectives profitably and efficiently. The professionals at Talley strive to become their clients Most Trusted Advisor (MTA), providing global solutions to the challenges and opportunities facing our clients and their business.
Talley's service profile has grown and evolved as has its clientele, now incorporating a broad array of services designed to serve the entrepreneur:
•\tAudit and assurance services, including traditional financial reporting
•\tTax compliance
•\tTax planning, structuring and proactive advice
•\tBusiness consulting
•\tEstate planning, business planning and tax law services delivered through its Talley Law Group Affiliate
•\tOutsource accounting, HR Payroll Assistant and CFO services, delivered through its Client Accounting Services team
•\tMergers & acquisition, growth through acquisition and operational consulting delivered through its Talley Capital Group affiliate
•\tValuation and forensic accounting services
Company Description
Salary : $350,000 - $0
