Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns

Senior Client Manager (CPA or EA)

Full-time or Part Time · On-site · Thousand Oaks, CA

About Privity CPA Partners PC

Privity is a boutique CPA practice with a 30-year legacy of high-touch service from our light-filled office in beautiful Thousand Oaks. We pair deep technical expertise with white-glove client care in tax planning, preparation, resolution, and advisory work. Our north star is integrity: every recommendation begins with a single question- What is best for our client?

Position Overview:
Were seeking an experienced CPA or EA to lead a client portfolio focused on Form 1041 Trust Returns and Form 1040 Individual Returns. Youll act as the primary point of contact for fiduciaries, trustees, and high-net-worth individuals, providing tax expertise and strategic guidance. This role is supported by a production team so you can focus on high-level tax analysis, planning, and client relationships.

Key Responsibilities:

• Prepare and review complex Form 1041 (trust) and Form 1040 (individual) tax returns
• Serve as primary point of contact for fiduciary and HNW clients
• Conduct tax planning meetings and year-end reviews
• Manage and mentor a small pod of tax staff and support team
• Respond to IRS/FTB notices and manage tax resolution as needed
• Maintain accurate client data in Lacerte, QuickBooks, and Liscio
• Identify opportunities for expanded services (e.g., estate planning, charitable giving strategies)

Qualifications:

• Active CPA or EA license (MST preferred)
• 7+ years of tax experience, including 3+ years managing client relationships
• Expertise in trust and individual taxation
• Strong knowledge of tax planning strategies, fiduciary income rules, and multi-state tax issues
• Comfortable with Lacerte, QuickBooks (Desktop/QBO), and Google Workspace
• Excellent communication and organizational skills

Compensation & Benefits:

• $55$72.19 per hour DOE (paid overtime during tax season)
• SIMPLE IRA with 3% match, AFLAC options
• 5 paid holidays + flexible PTO after 6 months
• Sit-stand desks, on-site parking, team lunches, and collaborative culture

Schedule:
Monday to Friday, 8:00 a.m.5:00 p.m.
Additional hours during tax season (FebApril)
On-site required in Thousand Oaks, CA; limited remote flexibility available post-season

Apply now to join a team that prioritizes integrity, client service, and rewarding tax work.

Job Types: Full-time, Part-time

Pay: $55.00 - $72.19 per hour

Benefits:

• Employee discount
• Professional development assistance
• Retirement plan

Schedule:

• Day shift
• Monday to Friday
• Weekends as needed

Ability to Commute:

• Thousand Oaks, CA 91360 (Required)

Work Location: In person