Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns
$114,400,000–$150,155,200 year
On-siteThousand Oaks, California, United States
Job Summary
Prepare and review complex Form 1041 trust and Form 1040 individual tax returns while serving as the primary point of contact for fiduciaries, trustees, and high-net-worth individuals. Conduct tax planning meetings and year-end reviews, manage IRS/FTB notices, and resolve tax issues as needed. Mentor a small pod of tax staff and maintain accurate client data in Lacerte, QuickBooks, and Liscio. Identify opportunities for expanded services such as estate planning and charitable giving strategies. This role requires an active CPA or EA license with 7+ years of experience, including 3+ years managing client relationships, and is supported by a production team to focus on high-level analysis.
Required Qualifications
- Active CPA or EA license
- MST preferred
- 7+ years of tax experience
- 3+ years managing client relationships
- Expertise in trust and individual taxation
- Strong knowledge of tax planning strategies
- Strong knowledge of fiduciary income rules
- Strong knowledge of multi-state tax issues
- Comfortable with Lacerte
- Comfortable with QuickBooks (Desktop/QBO)
- Comfortable with Google Workspace
- Excellent communication skills
- Excellent organizational skills
- Monday to Friday, 8:00 a.m.5:00 p.m.
- Additional hours during tax season (FebApril)
- On-site required in Thousand Oaks, CA
- Thousand Oaks, CA 91360 (Required)
- In person
Desired Qualifications
- MST preferred
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