CPA or EA

Job Title: Senior Tax Production Manager (CPA or EA U.S. Tax Reviewer)

Location: Thousand Oaks, CA | Hybrid or Remote Potential

Employment Type: Full-time or Part-time | Permanent

About the Role

Are you seeking a career that prioritizes excellence, work/life balance, and professional growth? Privity CPA Partners invites you to join a forward-thinking, high-integrity firm where client care, quality control, and leadership are paramount. As a Senior Tax Production Manager, you will lead our compliance department and mentor a talented team, ensuring accurate, timely tax filings and consistent professional development.

About Privity CPA Partners

Privity CPA Partners PC is a boutique California-based accounting and advisory firm committed to delivering exceptional tax, accounting, and strategic planning services. Known for our integrity and excellence, we cultivate long-term relationships with clients and team members alike. Learn more at privitycpa.com 

Key Responsibilities

As a Senior Tax Production Manager, you will:

• Review Tax Returns Lead the review of complex individual, partnership, S-corp, C-corp, and trust tax returns; assist in preparation as needed.

• Team Leadership & Mentorship Provide training, guidance, and support to staff accountants, bookkeepers, and junior tax preparers; lead by example and reinforce best practices.

• Workflow Oversight Manage the production pipeline from intake through delivery, ensuring accuracy, efficiency, and compliance with deadlines.

• Process Documentation Create process documentation and assist in recording internal training videos to support firmwide knowledge transfer.

• Client-Facing Support Serve as the second set of eyes on tax matters and elevate the client experience with strategic tax insights.

• Collaboration & Huddles Run daily or weekly check-ins to coordinate tasks, troubleshoot issues, and maintain accountability across the team.

• Special Projects Engage in ad hoc tax strategy, resolution, and internal improvement initiatives.

Qualifications

Required:

• Valid and active California CPA license or EA credential

• Minimum 4 years of U.S. tax preparation and review experience

• Strong understanding of GAAP, tax code, and financial reporting

• Excellent written and verbal communication skills

• Experience supervising or mentoring a team

• Authorized to work in the U.S. without sponsorship

• Ability to commit exclusively to the firm

Preferred:

• Bachelors degree in Accounting, Finance, or related field

• Experience with process improvement and/or team leadership in a public accounting setting

Preferred Software Experience

While training is provided, familiarity with the following is a plus:

• QuickBooks / Xero

• Lacerte / ProConnect

• Liscio

What We Offer

• Competitive salary based on experience

• Performance-based bonuses

• Paid training and continuing education

• PTO and flexible scheduling (after probationary period)

• Company-provided equipment

• Professional growth through structured performance reviews

• Supportive team culture and leadership transparency

Schedule

• 8-hour shifts

• Monday to Friday, with flexibility

• Occasional weekend availability during tax season

Application Process

The hiring process includes:

1. Online application

2. Proctored technical exam 

3. Accountant-specific personality assessment

4. Interviews with firm leadership

Join us at Privity CPA Partners and be part of a firm that values your expertise, respects your time, and supports your career.