Tax Administrator - AI Enabled

Talley LLP

Orange, CA

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JOB DETAILS

JOB TYPE

Full-time

SKILLS

Accounting, Acquisition Strategy, Administrative Management, Administrative Skills, Artificial Intelligence (AI), Automation, Best Practices, Business Plan, Business Support, Certified Public Accountant (CPA), Communication Skills, Consulting, Continuous Improvement, Corporate Governance, Corporate Planning, Customer Relationship Management (CRM) Systems, Customer Support/Service, Data Quality, Detail Oriented, Develop and Maintain Customers, Document Management, Documentation, Documentation Format, Emerging Technology, Entrepreneurship, Establish Priorities, Estate Planning, File Management, Financial Control, Financial Reporting, Financial Services, Follow Through, Head of Finance, High Net Worth, Interpersonal Skills, Leadership, Legal, MTA, Mergers and Acquisitions, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multiplatform/Cross-Platform, Multitasking, Offshoring, Onboarding, Operational Improvement, Operational Strategy, Operations Planning, Operations Processes, Organizational Development/Management, Organizational Skills, Outsourcing, Presentation/Verbal Skills, Problem Solving Skills, Procedure Development, Process Improvement, Professional Services, Profit & Loss, Project/Program Coordination, Project/Program Management, Proofreading, Real Estate, Record Keeping, Returns Processing, Sales Management, Spreadsheets, Succession Planning, Tax Planning, Tax Regulations, Tax Returns, Tax Software, Team Player, Time Management, Writing Skills

LOCATION

Orange, CA

POSTED

24 days ago

Tax Administrator – AI Enabled
Location: Orange, CA (FT-Onsite)
Department: Tax

About Talley LLP
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, operational excellence, problem-solving, and strategic growth for our clients and our team.

Our Services

Audit & Assurance – Traditional financial reporting with a strategic approach
Tax Compliance & Planning – Proactive, expert tax strategies tailored to client needs
Business Consulting – Helping businesses scale efficiently and sustainably
Estate & Business Planning, M&A, and Tax Law Services – Delivered through TLG
Outsourced Accounting, Controller, and CFO Services – Provided by TCAS
Mergers & Acquisitions, Growth Strategies, and Operational Consulting – Led by TCG

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, collaboration, innovation, and results are key drivers of success.

Position Overview
We are seeking a highly organized, detail-oriented, and tech-savvy 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 sophisticated tax, transactional, estate planning, and operational matters.
This is a fast-paced, document-intensive role requiring exceptional project coordination, deadline management, operational awareness, and a high level of accuracy, particularly during peak tax season. The ideal candidate is proactive, solutions-oriented, operationally minded, and excited about leveraging AI-enabled tools, workflow automation, and modern technology solutions to improve efficiency, scalability, and administrative operations across the firm.
This individual should be naturally curious about emerging technologies, highly adaptable, and capable of identifying opportunities to modernize internal processes and streamline workflows in a professional services environment.

Key Responsibilities
Tax & Administrative Support

Gather, organize, and manage tax documents and information from clients
Prepare engagement agreements and related client documentation
Maintain and manage client files with a high degree of accuracy, organization, and confidentiality
Support tax return processing, including sorting, scanning, clearing diagnostics, e-filing, tracking, and final assembly
Assist with administrative support across business planning, corporate governance, succession planning, M&A, estate planning, and real estate matters
Coordinate multiple projects and deadlines while ensuring timely completion of deliverables
Manage client communications and provide a high level of responsiveness and professionalism
Support partners and staff with administrative, operational, and workflow-related tasks as needed

Operational Workflow & Process Improvement

Assist with the implementation and optimization of AI-enabled administrative and tax workflow processes
Identify opportunities to streamline operational procedures through automation and technology solutions
Support the development and maintenance of standardized workflows, templates, checklists, and process documentation
Help improve operational efficiency across tax return processing, client onboarding, document collection, and internal administrative workflows
Coordinate workflow tracking, task management, and project status reporting across departments
Partner with leadership to improve scalability, organization, and operational effectiveness within the Tax and Legal teams
Assist with maintaining organized digital records and improving data integrity across systems and platforms

Technology & AI Integration

Utilize AI-assisted tools and workflow technologies to improve efficiency, document management, communication, and project coordination
Support automation initiatives involving document routing, client follow-up communications, task management, and workflow tracking
Remain current on emerging administrative technologies, AI-enabled tools, and best practices relevant to professional services environments
Assist with onboarding and implementation of new software, systems, and workflow technologies as needed
Help drive continuous improvement initiatives through technology adoption and operational enhancements

Qualifications & Experience

Minimum of 3+ years of experience in a tax, legal, accounting, or professional services environment
Experience supporting CPAs, attorneys, or financial professionals strongly preferred
Working knowledge of tax source documents and administrative workflows
Demonstrated ability to manage multiple deadlines and priorities in a deadline-driven environment
Strong project management, organizational, and follow-through skills
Experience working in fast-paced, high-accountability environments preferred

Technical Skills

Advanced proficiency in Microsoft Excel, including formulas, data organization, reporting, and spreadsheet management (macro experience a plus)
Strong technical aptitude and systems orientation
Proficiency in Microsoft Office Suite (Word, Outlook, PowerPoint), including document formatting, proofreading, and redlining
Experience with CCH ProSystems Suite or similar tax software preferred
Strong comfort level learning and leveraging AI-enabled productivity and workflow tools
Familiarity with workflow automation platforms, document management systems, CRM systems, or process optimization tools preferred
Demonstrated ability to improve operational efficiency through technology adoption and process refinement
Experience using AI-assisted administrative, project management, or workflow tools is a plus
Ability to quickly learn and adapt to new software platforms and evolving technologies

Core Competencies

Exceptional attention to detail and accuracy
Strong organizational and time management skills
Excellent written and verbal communication skills
High level of professionalism, reliability, accountability, and discretion
Ability to prioritize and manage multiple projects simultaneously
Team-oriented with strong interpersonal and client service skills
Entrepreneurial mindset with a continuous improvement mentality
Process-oriented thinker with strong operational awareness
Adaptability and openness to evolving technologies and AI-enabled workflows
Ability to identify inefficiencies and proactively recommend solutions
Comfortable operating in a fast-changing, growth-oriented environment

Preferred Qualifications

Bachelor’s degree preferred
Experience in a CPA firm, law firm, family office, or similar professional services environment
Familiarity with document management systems, workflow tools, and operational platforms
Exposure to tax, legal, estate planning, or financial services environments preferred

Why Join Talley LLP?
You’ll be part of a collaborative, high-performing team that supports entrepreneurial clients through sophisticated financial, tax, legal, and operational matters. This role offers exposure to complex engagements, opportunities to improve and modernize operational workflows, and a clear path for professional growth within a dynamic, technology-forward firm.
At Talley, we value individuals who are proactive, innovative, accountable, and eager to contribute beyond traditional administrative support. This is an opportunity to become a key operational partner within a growing and evolving organization.

About the Company

Talley LLP

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