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Wealth Management

Senior CPA Client Manager - Strategy & Relationship Lead

Remote / Online - Candidates ideally in
Thousand Oaks, Ventura County, California, 91362, USA
Listing for: one mission
Remote/Work from Home position
Listed on 2026-01-12
Job specializations:
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role requires an active CPA or EA license and over 7 years of tax experience, including leadership capabilities. Responsibilities include ensuring deadlines are met, conducting strategic meetings, and mentoring junior staff members. The position offers competitive hourly pay along with benefits and a collegial work environment, with some flexibility for remote work outside of tax season.
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Position Requirements
10+ Years work experience
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