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.
Company DescriptionPrivity CPA Partners builds on an 80+ year Long Beach legacy while embracing a forward-thinking, technology-driven approach to modern accounting and tax services. We value doing the right thing for the right clients with the right people, continuously improving ourselves and our services to serve our clients more fully.
Company Description
Privity CPA Partners builds on an 80+ year Long Beach legacy while embracing a forward-thinking, technology-driven approach to modern accounting and tax services. We value doing the right thing for the right clients with the right people, continuously improving ourselves and our services to serve our clients more fully.