Job Description

Job Description

Job Description

Enrolled Agent or CPA – Client Manager

Thousand Oaks, CA | Full-time | $50–$70/hour | In-person Role
$5,000 Sign-On Bonus or 60 Days Paid Housing for Relocation

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?

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.

Why Experienced CPAs and EAs Choose Privity

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.

True Work-Life Integration

• Hybrid and part-time schedules available
• Support staff handle the prep and data entry
• You focus on strategy, planning, and high-value work
• No late-night email culture — your time is respected

Meaningful, High-Impact Work

• Work with entrepreneurs, high-net-worth families, and executives
• Deliver proactive planning, not just compliance
• Clients value your insight and see you as a trusted advisor

Growth Without Burnout

• Real leadership opportunities and autonomy
• Clear path to partnership
• Collaborate with firm owners and influence firm strategy

The Role: Senior Client Manager

Lead a portfolio of A- and B-tier clients in an advisory-first environment.

Key Responsibilities:

• Own the client relationship and act as their lead advisor
• Meet with clients face-to-face in our Thousand Oaks office
• Review and sign tax returns and IRS correspondence
• Guide a small team of assistants and staff accountants
• Collaborate with firm leaders to improve services and systems
• Mentor junior professionals and contribute to firm culture

We’re Looking for Someone Who:

• Holds an active CPA or EA license (MST is a plus)
• Has 7+ years of experience in tax or client advisory
• Understands complex individual, S corporation, and partnership tax
• Is comfortable with Intuit products (Lacerte, ProConnect, etc.)
• Communicates clearly, thinks strategically, and enjoys solving problems

What We Offer to Support Your Success

• $5,000 sign-on bonus or 60 days of paid local housing for relocation
• Paid time off, paid sick leave, and Simple IRA match
• Paid CPE and professional development
• Client and team referral incentives
• A supportive, respectful team culture that values your expertise

Thousand Oaks, California

Where beach weekends meet mountain mornings.

Located just off the 101, our office is against the flow of traffic, across the street from Gold’s Gym, and close to great restaurants, schools, and cultural venues. Malibu and Ventura beaches are a short drive away, and the Santa Monica Mountains are your backyard.

Apply now to build your next chapter with a firm that values both your expertise and your well-being.

Job Types: Full-time, Part-time

Benefits:

• Paid sick time
• Paid time off
• Professional development assistance
• Relocation assistance
• Retirement plan

License/Certification:

• CPA or EA (Required)

Ability to Commute:

• Thousand Oaks, CA 91360 (Required)

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