Senior Client Manager; CPA or EA Specializing in Trust Tax Returns

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

Thousand Oaks, California, United States – Privity CPA Partners PC

$55.00 – 72.19 (US Dollar)

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

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?

We're seeking an experienced CPA or EA to lead a client portfolio focused on Form 1041 Trust Returns and Form 1040 Individual Returns
. You'll 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.

• 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, Quick Books, and Liscio
• Identify opportunities for expanded services (e.g., estate planning, charitable giving strategies)

• 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, Quick Books (Desktop/QBO), and Google Workspace
• Excellent communication and organizational skills
• $55 $ 72.19 per hour DOE (paid overtime during tax season)
• SIMPLE IRA with 3% match, AFLAC options
• Sit-stand desks, on-site parking, team lunches, and collaborative culture

Monday to Friday, 8:00 a.m. – 5:00 p.m.
Additional hours during tax season (Feb-April)
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.