Certified Public Accountant

Senior Client Manager (CPA or EA)

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

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?

What Senior Client Manager Means

A Senior Client Manager is the steward of the client relationship and the quarterback of the internal team. You will:

• Lead a portfolio of A- and B-tier business and high-net-worth clients, becoming their first call for every tax or accounting need.
• Lead a small production pod assistants, staff accountants and set the daily cadence of deadlines, quality checks, and workflow prioritization
• Advise at a strategic level
• Grow the book of business through discovery calls, proposal writing, and cross-service recommendations -all supported by our marketing engine.
• Represent Privity with polish: chairing Zoom huddles, attending networking events, tackling complex IRS/FTB matters under POA, and occasionally co-hosting client webinars or conference sessions.
• In this role, we free our CPAs to concentrate on the work that truly benefits clients high-level advisory conversations, and proactive problem-solving, rather than getting bogged down in administrative chores or production-line tasks. A dedicated support pod of staff accountants, bookkeepers, and administrative coordinators handles data entry, document collection, return assembly, and routine follow-ups. That structure means the Client Manager can devote nearly all of their day to analyzing complex tax issues, crafting forward-looking strategies, and nurturing deep, trust-based relationships. The result is a higher level of service for clients and a more rewarding, intellectually engaging workload for the CPA.

Key Responsibilities

Oversee all tax and accounting deliverables for your client roster; ensure every deadline, budget, and KPI is met.

Conduct engagement kick-offs, status updates, and year-end strategy sessions (in person or via Zoom).

Review and sign outbound correspondence - notice responses

Mentor and review the work of Assistant Client Managers and Production Staff; deliver performance feedback.

Identify upsell/cross-sell opportunities (e.g., cost-seg, fractional-CFO, estate-planning projects) and collaborate with firm leadership to scope and price.

Maintain meticulous data in Lacerte, QuickBooks, and Liscio

Leverage dashboards to keep everyone on track.

Champion our culture of continuous learning by attending CPE, leading lunch-and-learns, and piloting process improvements.

Desired Qualifications

Active CPA or EA license; MST a plus.

7 years of progressive tax or client-accounting experience, including 3 years managing client relationships or staff.

Demonstrated expertise in individual, partnership, S-Corp, and corporate returns; solid command of depreciation, multi-state issues, and tax-planning strategies.

Proficiency with Lacerte, QuickBooks (desktop & QBO), and Google Workspace (or similar).

Confident communicator who can translate complex tax concepts into plain English and inspire a team to hit ambitious goals.

Highly organized, tech-forward, and comfortable juggling multiple deadlines during busy season.

Visit our career page here https://www.careers-page.com/dreamjobs

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