Description
Senior Client Manager (CPA or EA)
Full-time or Part-time Thousand Oaks, CA
Why Choose Privity CPA Partners PC ?
Privity is a boutique advisory-first CPA firm with a long legacy of integrity-driven service.
We invest in technology and people so our CPAs spend their time on analysis and client impact, not data entry.
Thousand Oaks environment
Flexibility: Hybrid schedules and part-time options let you design a workweek that fits your life.
Lifestyle: Our Thousand Oaks office is nestled between beaches, mountains, and a safe neighborhood. Gold's Gym across the street. Against the flow of 101 traffic.
Nature at your doorstep: Surrounded by the Santa Monica Mountains, with endless hiking, biking, and outdoor activities.
Beaches nearby: Malibu and Ventura coastlines are just a short drive away.
Mild climate: Sunny, Mediterranean weather year-round.
Family-friendly community: Known for safe neighborhoods, top-rated schools, and a relaxed suburban feel.
Cultural amenities: Gardens of the World, Civic Arts Plaza, and summer concerts in the park.
Space to breathe: Less crowded than LA, but close enough to enjoy everything the city offers.
Attractive to professionals: Many finance, biotech, and tech companies are based in the Conejo Valley.
Prestigious client base: Thousand Oaks is home to entrepreneurs, executives, and high-net-worth individuals who value proactive advisors.
Easy access: Right off the 101, with connections to LA, Santa Barbara, and Ventura.
Career Pathway: We support you in your career development. We are seeking people that are interested in being a part of our rapid growth journey.
What a Senior Client Manager Does Here
Own a portfolio of A- and B-tier business & HNW clients—be their first call for every tax or accounting need.
Quarterback a production pod (assistants, staff accountants): set cadence, review work, clear roadblocks. You are supported by tax associates so you can take the lead with client relationship and not enter W-2s all day.
Advise strategically : In person face to face meetings at the office with clients
Grow your book via discovery calls, solution scoping, and cross-service recommendations—backed by our marketing engine.
Represent Privity with polish: networking, leadership, client meetings, digital presence and co-host webinars.
Key Responsibilities
Mainly meet with clients face-to-face in our Thousand Oaks office to build trust, deliver proactive tax strategies, and strengthen long-term relationships.
Deliver all tax & accounting engagements on time, on budget, and to KPI. However, you will have a dedication Production lead that does more than 80% of the production work for you.
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.
Maintain immaculate data in Lacerte, Proconnect, QuickBooks (desktop & QBO), ; leverage dashboards to keep teams aligned.
Champion continuous improvement through CPE, lunch-and-learns, and pilot projects.
Must-Have Qualifications
Active CPA or EA license (MST a plus).
7+ years progressive tax or CAS 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 Lacerte, QBD/QBO, and Google Workspace (or similar).
Clear communicator who translates complex tax into plain English and motivates teams.
What We Offer —
Simple Retirement Match
PTO
Competitive Pay
Incentives for bringing in clients from your network Employee discount
Paid sick time
Paid time off
Professional development assistance
Retirement plan
Our commitment to inclusion: We welcome talent of every background and life experience. If you meet most requirements, please apply—we care more about potential and integrity than perfection.
Let’s do great work—together.
Job Types: Full-time, Part-time
License/Certification: CPA (Preferred)
Ability to Commute: Thousand Oaks, CA 91360 (Required)
Work Location: In person
Requirements
Must-Have Qualifications
Active CPA or EA license (MST a plus)
Personable
7+ years progressive tax or CAS 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 Lacerte/ProConnect, QBD/QBO
Clear communicator who translates complex tax into plain English and motivates teams.
