Talley LLP Benefits Overview

Manages complex tax compliance, planning, return review, client relationships, workflow, and department initiatives. Reviews individual, partnership, S corporation, corporate, trust, multistate, consolidated, and foreign reporting returns. Provides tax advice, identifies planning opportunities, supports IRS risk mitigation, oversees client projects, coordinates staffing, develops employees, and contributes to training, onboarding, process improvement, and tax department strategy.

Leads complex tax compliance and planning engagements for high-net-worth individuals, closely held businesses, entrepreneurs, and family offices. Provides strategic advisory on entity structuring, succession, M&A, and wealth preservation; reviews complex returns; mentors tax professionals; supports staffing and practice operations; develops client and referral relationships; drives business development, quality control, workflow improvements, and AI adoption. The role offers a pathway to Principal or Partner.