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CPA or EA - US Tax Reviewer "Senior Production Manager"
Job description
Job Title: Senior Tax Production Manager (CPA or EA U.S. Tax Reviewer)
Location: Thousand Oaks, CA | Hybrid or Remote Potential
Employment Type: Full-time or Part-time | Permanent
About the Role
Are you seeking a career that prioritizes excellence, work/life balance , and professional growth ? Privity CPA Partners invites you to join a forward-thinking, high-integrity firm where client care, quality control, and leadership are paramount. As a Senior Tax Production Manager , you will lead our compliance department and mentor a talented team, ensuring accurate, timely tax filings and consistent professional development.
About Privity CPA Partners
Privity CPA Partners PC is a boutique California-based accounting and advisory firm committed to delivering exceptional tax, accounting, and strategic planning services . Known for our integrity and excellence, we cultivate long-term relationships with clients and team members alike. Learn more at privitycpa.com
Key Responsibilities
As a Senior Tax Production Manager, you will
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Review Tax Returns Lead the review of complex individual, partnership, S-corp, C-corp, and trust tax returns; assist in preparation as needed.
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Team Leadership & Mentorship Provide training, guidance, and support to staff accountants, bookkeepers, and junior tax preparers; lead by example and reinforce best practices.
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Workflow Oversight Manage the production pipeline from intake through delivery, ensuring accuracy, efficiency, and compliance with deadlines.
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Process Documentation Create process documentation and assist in recording internal training videos to support firmwide knowledge transfer.
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Client-Facing Support Serve as the second set of eyes on tax matters and elevate the client experience with strategic tax insights.
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Collaboration & Huddles Run daily or weekly check-ins to coordinate tasks, troubleshoot issues, and maintain accountability across the team.
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Special Projects Engage in ad hoc tax strategy, resolution, and internal improvement initiatives.
Qualifications
Required
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Valid and active California CPA license or EA credential
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Minimum 4 years of U.S. tax preparation and review experience
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Strong understanding of GAAP , tax code , and financial reporting
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Excellent written and verbal communication skills
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Experience supervising or mentoring a team
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Authorized to work in the U.S. without sponsorship
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Ability to commit exclusively to the firm
Preferred
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Bachelors degree in Accounting, Finance, or related field
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Experience with process improvement and/or team leadership in a public accounting setting
Preferred Software Experience
While training is provided, familiarity with the following is a plus:
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QuickBooks / Xero
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Lacerte / ProConnect
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Liscio
What We Offer
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Competitive salary based on experience
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Performance-based bonuses
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Paid training and continuing education
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PTO and flexible scheduling (after probationary period)
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Company-provided equipment
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Professional growth through structured performance reviews
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Supportive team culture and leadership transparency
Schedule
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8-hour shifts
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Monday to Friday, with flexibility
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Occasional weekend availability during tax season
Application Process
The hiring process includes
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Online application
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Proctored technical exam
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Accountant-specific personality assessment
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Interviews with firm leadership
Join us at Privity CPA Partners and be part of a firm that values your expertise, respects your time, and supports your career.
