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Senior Trust & Individual Tax Lead; CPA/EA — On-Site Thousand Oaks
Job in
Thousand Oaks, Ventura County, California, 91362, USA
Listed on 2026-01-06
Listing for:
one mission
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Tax Accountant -
Accounting
Senior Accountant, Tax Accountant
Job Description & How to Apply Below
A leading CPA firm in Thousand Oaks seeks a Senior Client Manager (CPA or EA) to manage a client portfolio focusing on trust and individual tax returns. The role requires expertise in tax planning and client management. Candidates should have a minimum of 7 years of tax experience, with strong skills in fiduciary income rules and relevant software like Lacerte and Quick Books.
Excellent communication and organizational skills are essential. This full-time position offers competitive hourly pay with benefits and requires on-site presence with limited remote flexibility post-tax season.
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Position Requirements
10+ Years
work experience
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