(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
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