CPA or EA - US Tax Reviewer "Senior Production Manager"
$55,000–$75,000 year
HybridThousand Oaks, California, United States
Job Summary
Lead the review of complex individual, partnership, S-corp, C-corp, and trust tax returns while managing the production pipeline from intake through delivery. Provide training, guidance, and support to staff accountants, bookkeepers, and junior tax preparers; run daily or weekly check-ins to coordinate tasks and troubleshoot issues. Create process documentation and assist in recording internal training videos to support firmwide knowledge transfer. Serve as the second set of eyes on tax matters and elevate the client experience with strategic tax insights. Engage in ad hoc tax strategy, resolution, and internal improvement initiatives. Requires a valid California CPA license or EA credential, minimum 4 years of U.S. tax preparation and review experience, and ability to commit exclusively to the firm. Occasional weekend availability during tax season.
Required Qualifications
- Valid and active California CPA license or EA credential
- Minimum 4 years of U.S. tax preparation and review experience
- Strong understanding of GAAP, tax code, and financial reporting
- Excellent written and verbal communication skills
- Experience supervising or mentoring a team
- Authorized to work in the U.S. without sponsorship
- Ability to commit exclusively to the firm
- Occasional weekend availability during tax season
Desired Qualifications
- Bachelors degree in Accounting, Finance, or related field
- Experience with process improvement and/or team leadership in a public accounting setting
- QuickBooks / Xero
- Lacerte / ProConnect
- Liscio
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