TAX PROSE INC. ยท 2 days ago
Certified Public Accountant
Thousand Oaks, CA
Full-time
Onsite
Senior Level
$55/hr - $72.19/hr
7+ years expTAX PROSE INC. is a company that focuses on tax planning, preparation, resolution, and advisory work with a commitment to integrity. They are seeking a Senior Client Manager who will lead a portfolio of clients, manage a production team, and provide high-level strategic tax advice, while ensuring exceptional client service and operational efficiency.
AccountingBookkeeping and PayrollConsultingFinancial ServicesProfessional Services
Hiring Manager
Stephanie Anderson of Tax Prose Inc and Privity CPA Partners PC
Responsibilities
Oversee all tax and accounting deliverables for your client roster; ensure every deadline, budget, and KPI is met
Conduct engagement kick-offs, status updates, and year-end strategy sessions (in person or via Zoom)
Review and sign outbound correspondence - notice responses
Mentor and review the work of Assistant Client Managers and Production Staff; deliver performance feedback
Identify upsell/cross-sell opportunities (e.g., cost-seg, fractional-CFO, estate-planning projects) and collaborate with firm leadership to scope and price
Maintain meticulous data in Lacerte, QuickBooks, and Liscio
Leverage dashboards to keep everyone on track
Champion our culture of continuous learning by attending CPE, leading lunch-and-learns, and piloting process improvements
Qualification
Required
Active CPA or EA license; MST a plus
7+ years of progressive tax or client-accounting experience, including 3+ years managing client relationships or staff
Demonstrated expertise in individual, partnership, S-Corp, and corporate returns; solid command of depreciation, multi-state issues, and tax-planning strategies
Proficiency with Lacerte, QuickBooks (desktop & QBO), and Google Workspace (or similar)
Confident communicator who can translate complex tax concepts into plain English and inspire a team to hit ambitious goals
Highly organized, tech-forward, and comfortable juggling multiple deadlines during busy season
Benefits
Employee discount
Professional development assistance
Retirement plan
Company
TAX PROSE INC.
Tax Prose, based in Westlake Village, California, provides a full range of tax preparation, accounting and bookkeeping services, either in your facility or at our location.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase