Senior CPA Client Manager - Strategy & Relationship Lead

one mission; Thousand Oaks (CA); On-site; USD 114,000 - 145,000; Full time

Benefits offered by this job

Simple IRA plan with 3% match

On-site parking

Ergonomic workstations

Collegial environment

Job summary

A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role requires an active CPA or EA license and over 7 years of tax experience, including leadership capabilities. Responsibilities include ensuring deadlines are met, conducting strategic meetings, and mentoring junior staff members. The position offers competitive hourly pay along with benefits and a collegial work environment, with some flexibility for remote work outside of tax season.

Qualifications

• 7+ years of progressive tax experience, including 3+ years managing client relationships.
• Demonstrated expertise in individual, partnership, and S-Corp tax returns.
• Highly organized, tech-forward, and comfortable juggling multiple deadlines.

Responsibilities

• Oversee tax and accounting deliverables for client roster.
• Conduct engagement kick-offs and status updates.
• Review and sign outbound correspondence.

Skills

Client relationship management

Tax planning

Leadership

Communication

Organization

Education

Active CPA or EA license

MST (a plus)

Tools

Lacerte

QuickBooks

Google Workspace

Job description

A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role requires an active CPA or EA license and over 7 years of tax experience, including leadership capabilities. Responsibilities include ensuring deadlines are met, conducting strategic meetings, and mentoring junior staff members. The position offers competitive hourly pay along with benefits and a collegial work environment, with some flexibility for remote work outside of tax season.