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Tax Lead & Client Success Manager

Job in Thousand Oaks, Ventura County, California, 91362, USA
Listing for: one mission
Full Time, Part Time position
Listed on 2026-01-06
Job specializations:
  • Management
    Wealth Management
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A reputable tax services firm in Thousand Oaks is looking for a CPA or  Tax Lead and Client Manager. This role involves overseeing client tax tasks, ensuring timely processing, and maintaining strong client relationships. Responsibilities include project management, communication, and providing support to team members. Ideal candidates must have over 4 years of tax experience, strong leadership qualities, and a proactive approach to work.

This position can be either part-time or full-time with opportunities for career growth.
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