CPA, Senior Client Manager

About the Role

Are you seeking a career with exceptional work/life balance? Privity CPA Partners offers the opportunity to join a team that takes pride. Our mission is to exceed expectations and redefine what a tax firm can be. Integrity is at the core of everything we do, and our primary focus is always “what is best for our clients.”

Position Details

- Salary: Competitive, based on experience

- Experience: 4+ years of U.S. tax experience

- Training: In-depth training and career development opportunities

- Hours: Full-time (Monday to Friday) or part-time options available

- Location: Thousand Oaks, CA (close to a freeway exit); potential for hybrid or remote work after the first tax season and with relevant security measures.

- Start Date: Mid-January 2025

Key Responsibilities

As the Senior Production Manager/Team Leader, you will oversee the compliance department (tax and accounting) with a focus on timely, accurate delivery of services. You will also mentor bookkeepers and accountants, establish operational standards, and drive continuous improvement.

- Tax Return Review: Oversee the review of tax returns for partnerships, S and C corporations, trusts, and individuals, with occasional preparation if needed.

- Team Supervision and Training: Mentor and train the tax team to ensure consistent quality, providing feedback for continuous improvement; document processes through training videos.

- Financial Analysis: Analyze financial statements and reconcile balance sheet accounts.

- Workflow Management: Manage the tax preparation workflow to meet deadlines with accuracy.

- Collaboration: Conduct daily huddles to review pipelines, address challenges, and ensure team alignment.

- Special Projects: Handle additional projects and tax-related tasks as needed.

Preferred Software Knowledge

While not essential, familiarity with the following tools is beneficial:

- QuickBooks

- Xero

- Lacerte and ProConnect

- TaxDome

About You

- Positive attitude and eagerness to learn

- Certified Public Accountant (CPA) or Enrolled Agent (EA)

- Fluent in English with excellent communication skills

- Strong technical knowledge in accounting and taxation

- Problem-solving ability and keen attention to detail

- Willingness to embrace new technologies and mentor others

- Dedicated work ethic and ability to work exclusively for our firm

What We Offer

- Competitive salary and benefits packages

- Opportunities for career growth and advancement

- Flexible schedule and paid training

- Performance-based compensation programs

- Company-provided equipment

- Paid Time Off programs, after probationary period

- Supportive and collaborative work environment

Performance Reviews

We value professional growth. You’ll receive regular performance reviews and the chance to provide feedback to enhance your role and the firm’s operations.

How to Apply

If you’re a committed, hard-working professional seeking work-life balance, apply now! Visit [our careers page](https://www.careers-page.com/tax-prose-inc).

Job Types: Full-time, Permanent

Schedule:

- 8-hour shifts

- Day shifts (Monday to Friday)

Education: Bachelor’s degree preferred

Experience: 4+ years in U.S. income tax required

License/Certification: Current/Active California CPA or EA required

The recruitment process includes proctored exams, an accountant-specific personality assessment, and interviews with the firm's partners, with exams conducted via Accountests.

Job Types: Full-time, Part-time, Contract
Pay: $55.00 - $73.00 per hour
Expected hours: 20 – 40 per week
Benefits: Paid sick time, Retirement plan
 Schedule: 8 hour shift
License/Certification: 

CPA (Preferred)
Enrolled Agent (Preferred)