(CPA or EA) Specializing in Trust Tax Returns -Permanent Work from Home

Senior Client Manager (CPA or EA)

Full-time or Part Time · On-site · Thousand Oaks, CA

Position Overview:
Were seeking an experienced CPA or EA to lead a client portfolio focused on Form 1041 Trust Returns and Form 1040 Individual Returns. Youll act as the primary point of contact for fiduciaries, trustees, and high-net-worth individuals, providing tax expertise and strategic guidance. This role is supported by a production team so you can focus on high-level tax analysis, planning, and client relationships.

Key Responsibilities:

  • Prepare and review complex Form 1041 (trust) and Form 1040 (individual) tax returns

  • Serve as primary point of contact for fiduciary and HNW clients

  • Conduct tax planning meetings and year-end reviews

  • Manage and mentor a small pod of tax staff and support team

  • Respond to IRS/FTB notices and manage tax resolution as needed

  • Maintain accurate client data in Lacerte, QuickBooks, and Liscio

  • Identify opportunities for expanded services (e.g., estate planning, charitable giving strategies)

Qualifications:

  • Active CPA or EA license (MST preferred)

  • 7+ years of tax experience, including 3+ years managing client relationships

  • Expertise in trust and individual taxation

  • Strong knowledge of tax planning strategies, fiduciary income rules, and multi-state tax issues

  • Comfortable with Lacerte, QuickBooks (Desktop/QBO), and Google Workspace

  • Excellent communication and organizational skills

Compensation & Benefits:

  • $55$72.19 per hour DOE (paid overtime during tax season)

  • SIMPLE IRA with 3% match, AFLAC options

  • 5 paid holidays + flexible PTO after 6 months

  • Sit-stand desks, on-site parking, team lunches, and collaborative culture

Apply now to join a team that prioritizes integrity, client service, and rewarding tax work.

  • Employee discount

  • Professional development assistance

  • Retirement plan

  • Thousand Oaks, CA 91360

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