Job Description Job Description Client Manager (CPA or EA) Full-time Step Into the Role You’ve Been Waiting For — and a Life You’ll Love What if your next tax season didn’t mean burnout? What a Client Manager Does Here Own a portfolio of clients—be their first point of contact Conduct meetings with clients - face to face and Zoom Quarterback a production pod (assistants, staff accountants): set cadence, review work, clear roadblocks. Key Responsibilities Deliver all tax & accounting engagements on time, on budget, and to KPI. Lead kick-offs, status updates, and year-end strategy sessions. Review & sign outbound correspondence (e.g., notice responses). Mentor Assistant Client Managers; provide timely, actionable feedback. Leverage dashboards to keep teams aligned. Must-Have Qualifications Active CPA or EA license (MST a plus). 7 years Tax experience, including 3 years managing client relationships or staff. Deep knowledge of individual, partnership, S-Corp, and C-Corp returns; strong multistate & depreciation skills. Fluency in ProConnect Lacerte, QBD/QBO, and Google Workspace (or similar). Clear communicator who translates complex tax into plain English and motivates teams. What We Offer — Full time Benefits Thousand Oaks, CA | Full-time | $50–$70/hour | In-person Role $5,000 Sign-On Bonus or 60 Days Paid Housing for Relocation from a city not within commuting distance Simple IRA Match Paid Time Off Paid CPE and professional development Health Insurance Client and team referral incentives A supportive, respectful team culture that values your expertise True Work-Life Integration Meaningful, High-Impact Work Growth Without Burnout At Privity CPA Partners PC, you’ll do your best work — not just the most work. We’re a boutique, advisory-first CPA firm built on over 30 years of excellence. We’re growing and looking for a Senior Client Manager to lead client relationships in our Thousand Oaks office. Here, you won’t be buried in busywork. You’ll lead strategic engagements, help shape the firm’s next chapter, and still make it home for dinner. Live Where Others Vacation Thousand Oaks offers the best of Southern California — without the chaos. Think Malibu beaches, Santa Monica Mountain hikes, and award-winning schools. A peaceful, clean, and safe community just outside of Los Angeles, with 300 days of sunshine each year.6b250ea6-cee3-481d-915c-f7283f1b2f1b
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