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

one missionThousand Oaks, California

$55 - $72 / hour

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Overview

Schedule
Full-time
Part-time
Education
CPA
Career level
Director
Remote
Option for remote
Compensation
$55-$72/hour

Job Description

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

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FAQs About Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns Jobs at one mission

What is the work location for this position at one mission?
This job at one mission is located in Thousand Oaks, California, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at one mission?
Candidates can expect a pay range of $55–$72.19 per hour for this role.
What employment applies to this position at one mission?
one mission lists this position under the following employment categories:
  • Full-time
  • Part-time
What experience level is required for this role at one mission?
one mission is looking for a candidate with "Director" experience level.
Does one mission allow remote work for this role?
Yes, this position at one mission supports remote work, giving candidates the flexibility to work outside the primary office location.
What education level is required for this job?
The education requirement for this position is CPA. Candidates with relevant qualifications or equivalent experience may also be considered.
What is the process to apply for this position at one mission?
You can apply for this role at one mission either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.