Senior Trust & Individual Tax Lead (CPA/EA) — On-Site Thousand Oaks

A leading CPA firm in Thousand Oaks seeks a Senior Client Manager (CPA or EA) to manage a client portfolio focusing on trust and individual tax returns. The role requires expertise in tax planning and client management. Candidates should have a minimum of 7 years of tax experience, with strong skills in fiduciary income rules and relevant software like Lacerte and QuickBooks. Excellent communication and organizational skills are essential. This full-time position offers competitive hourly pay with benefits and requires on-site presence with limited remote flexibility post-tax season.
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