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