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Talley LLP · 3 weeks ago

Senior Tax Attorney

Orange County, CA

Full-time

Hybrid

Senior Level

$200K/yr - $225K/yr

5+ years exp

Talley Law Group is a firm that provides integrated tax, legal, accounting, and consulting services. They are seeking a Senior Tax Attorney who will focus on advanced tax research and technical analysis, supporting internal teams and enhancing the firm’s legal and tax capabilities through rigorous research and expertise.

ConsultingFinancial ServicesProfessional Services

Hiring Manager

Daniel Proia

Responsibilities

Conducting in-depth tax research across corporate, partnership, individual, and international tax matters

Preparing authoritative technical memoranda and internal guidance

Identifying emerging tax issues and interpreting new legislation and IRS guidance

Supporting complex planning initiatives through precise, research-driven analysis

Developing and maintaining internal tax research guides, issue summaries, and reference materials to support firmwide technical consistency

Support the Tax and Legal Departments by validating complex tax positions through thorough analysis of statutes, regulations, case law, IRS guidance, and treatises

Enhance the firm’s planning initiatives by performing comparative research on alternative structures and identifying risks, limitations, and opportunities

Maintain awareness of federal and state legislative developments, providing timely briefings to attorneys and tax leadership on changes that may affect client strategies

Assist in the creation and refinement of internal tax methodologies, templates, and research standards to ensure consistency and technical accuracy across departments

Conduct comprehensive tax research and prepare well-reasoned technical memoranda for internal use

Interpret statutes, regulations, case law, revenue rulings, IRS guidance, and international tax rules

Leverage research technologies, including AI-assisted tools (e.g., Bloomberg, LexisNexis, Checkpoint, Blue J and GPT-based tools), with the ability to evaluate accuracy and relevance

Review complex individual, entity, and cross-border tax filings to identify technical issues and planning considerations

Support internal teams during audits, notices, and compliance reviews through research-driven analysis

Serve as a technical resource to attorneys, tax managers, and consulting personnel

Provide research-driven insights during internal strategy meetings and select client discussions

Ensure firmwide work product reflects current, accurate, and authoritative tax law

Participate in client meetings as needed to provide technical tax insights

Communicate complex tax concepts clearly in writing and verbally

Support planning discussions with research-backed analysis rather than frontline advisory responsibilities

Develop and maintain a personalized Balanced Scorecard (“BSC”) that outlines the strategic steps required to achieve both personal and professional growth objectives in alignment with firm goals

Provide high-quality technical on-the-job training to tax preparers, staff, and outsourced service providers, ensuring consistent development of skills and adherence to best practices

Actively participate in departmental initiatives, contributing to presentations, knowledge-sharing sessions, and team-based activities that support the success of the department and the firm

Maintain required CPE/CLE

Quickly develop a thorough understanding of the Tax and Legal Department’s policies, processes, and workflows by meeting with operations managers and designated attorneys, reviewing firm documentation, and preparing sample memos and agreements. Gain familiarity with the firm’s culture through meetings with partners and management, and actively participate in weekly tax department and communication meetings

Review and understand the department’s Balanced Scorecards (BSCs) and, with guidance from the Legal Director or their direct supervisor, develop a personalized BSC aligned with departmental goals

Within 45 days, develop a solid understanding of the Tax and Legal Departments’ core practices; demonstrate competence in reviewing assigned returns and completing tax research for active client projects; and operate effectively within the firm’s time and billing, project management, workflow, and tax/legal software systems. Additionally, finalize your personal BSC and complete an initial review meeting with your direct supervisor

Within the first 90 days, actively participate in tax planning and strategy projects, including return review meetings; begin drafting foundational legal documents such as estate plans or business formation materials; and prepare tax planning memoranda based on client return reviews. Identify areas requiring further technical training as projects progress. By day 90, consistently review more complex tax returns and draft core legal documents with increasing independence

Demonstrate active progress on the Balanced Scorecard (BSC)

Show a clear understanding of the firm’s processes and procedures

Attend, participate in, and contribute meaningfully to client meetings in the MTA capacity

Manage a client list appropriate to your experience level

Exhibit effective time management skills

Consistently deliver accurate work products in alignment with your client's expectations

Successfully complete the onboarding process

Manage projects within agreed-upon budgets

Maintain steady, measurable progress on the Balanced Scorecard (BSC)

Actively participate in training and mentoring, with identifiable contributions noted by the Tax Manager, CSM, and Attorney

Proactively recommend process improvements that enhance departmental efficiency and effectiveness

Demonstrate strong technical research and documentation skills and the ability to review increasingly complex tax returns with confidence

Successfully implement the Balanced Scorecard (BSC) and develop a second-year BSC

Consistently contribute to departmental improvement initiatives and ongoing process enhancements

Qualification

Tax researchTechnical analysisStatutory interpretationAI-assisted research toolsComplex tax issuesAnalytical writingSelf-directedClient communicationDetail-oriented