CTEC - EA - CPA - Assistant Client Manager

Assistant Client Manager / CPA, EA , or CTEC

Part Time (15-30hrs/week) · Immediate Start

About Privity CPA Partners PC

Privity is a boutique CPA practice with a 13 year legacy of integrity first service. We pair deep technical expertise with white glove client care across tax planning, preparation, resolution, and advisory work. Every engagement begins with one question: What is best for our client? If you thrive in a high trust, growth minded environment where relationships matter, you'll fit right in.

Why This Role Matters

Our Senior Client Managers serve as stewards of key relationships and quarterbacks of internal production pods. As Assistant Client Manager / Team Leader, you become their right hand owning day to day client communications, moving work through the pipeline, and learning the leadership skills necessary to manage your own book of business.

Starts at $27.00USD per hour (DOE) 

Experience

2+ years in client care and tax/accounting production

Hours

Part time within Mon- Fri8a.m.5 p.m. PT. Flexible scheduling; any deviation prearranged with Senior Client Manager or CEO

Location

Thousand Oaks, CA 

Training

In depth onboarding plus ongoing mentorship and career development pathways

Start Date

Immediately

Core Responsibilities

1. Client Stewardship & Communication

   • Answer and route all incoming calls, web forms, portal messages (Liscio), and emails.

   • Draft engagement letters, status updates, deliverable cover letters, and follow up emails in Privity's professional yet personable voice.

   • Sit in on selected discovery and sales calls with the Senior Client Manager; assist with recap notes and action items.

2. Production Support

   • Perform first pass bookkeeping, data entry, and assembly of workpapers for tax returns and financial statements

   • Track deadlines for returns, extensions, estimated taxes, payroll filings, and sales tax compliance; update task statuses in Liscio.

   • Maintain KPI dashboards for on time delivery and sales pipeline metrics.

3. Relationship & Portfolio Management

   • Build trust with a small portfolio of clients answer routine questions, gather missing data, and escalate technical issues as needed.

   • Execute our Sales Playbook by identifying upsell / cross sell opportunities and nurturing warm prospects.

   • Support hiring, onboarding, and performance feedback for junior staff under guidance of the Senior Client Manager or CEO.

4. Leadership & Continuous Improvement

   • Demonstrate delegation, prioritization, and coaching skills with  team members.

   • Suggest process enhancements and champion technology adoption to keep Privity on the leading edge.

Preferred Tech Stack (nice to have, not a dealbreaker)

• Lacerte

• Google Workspace

• QuickBooks desktop
• Excel 
• Liscio client portal & workflow management

What Were Looking For

• People first mindset You enjoy solving problems for clients and colleagues alike.

• Extensive tax & accounting fluency Formal credentials (EA, licensed tax preparer, or CPA license) strongly preferred.

• Crystal clear communicator Polished phone etiquette and concise, errorfree writing.

• Tech curious & adaptable Comfort learning new apps and automations.

• Proactive leadership DNA Organized, decisive, and eager to take ownership.

• Availability to dedicate at least 15 hours/week exclusively to Privity.

What We Offer

• Five paid holidays plus PTO accrual.

• Direct hire position with clear career ladder to full Client Manager status.

• Retirement plan match

• Supportive, growth oriented team culture, even in a remote setting.

• Ongoing CPE/professional development both technical and leadership.

• 6month performance reviews and annual salary evaluations, giving you a voice in shaping both your role and the firm.

Qualified candidates will be invited to a brief Zoom interview followed by a practical skills assessment.

If you're a proactive problem solver seeking true work-life balance and a path to leadership, wed love to meet you. Apply today!