Senior CPA Client Manager - Strategy & Relationship Lead
one mission
A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role requires an active CPA or EA license and over 7 years of tax experience, including leadership capabilities. Responsibilities include ensuring deadlines are met, conducting strategic meetings, and mentoring junior staff members. The position offers competitive hourly pay along with benefits and a collegial work environment, with some flexibility for remote work outside of tax season. #J-18808-Ljbffr one mission
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior CPA Client Manager - Strategy & Relationship Lead in Thousand Oaks, CA vacancy
$55 - $72.19 per hour
Senior Client Manager (CPA or EA) Specializing in Trust Tax Returns Thousand Oaks... ...experienced CPA or EA to lead a client portfolio focused... ..., planning, and client relationships. Key Responsibilities Prepare... ..., charitable giving strategies) Qualifications Active CPA...SeniorHourly payFull timePart timeWork at officeRemote workMonday to Friday- 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...SeniorHourly payFull timeRemote work
- ...Support Loan Originators in sizing, documenting, and closing loans Manage lead and loan activities in Salesforce on behalf of Loan... ...experience Provide business development support and manage borrower relationships Requirements 1-3 years of experience in mortgage lending,...SuggestedWork at office
Jobtailor
Thousand Oaks, CA1 day ago $75k - $85k
...footprint. Anchor Loans, established in 1998, is the nation’s leading private, direct lender to experienced residential real... ...serve our current and future borrowers. Position Summary: The Client Relationship Manager partners closely with Loan Originators to support the...SuggestedWork at officeRemote workMonday to FridayAnchor Loans
Thousand Oaks, CA16 hours ago$27 - $55 per hour
...United States - Privity CPA Partners PC $27.00 -... ...EA - CPA - Assistant Client Manager Assistant Client Manager... ...environment where relationships matter, you'll fit right... ...This Role Matters Our Senior Client Managers serve... ...to keep Privity on the leading edge. Preferred Tech...SuggestedHourly payPart timeWork at officeImmediate startRemote workFlexible hours$80k - $100k
Senior Auditor - Public Accounting (CPA)Join a well-established public accounting... ...clear path toward manager are waiting for an... ...auditor ready to lead engagements from day... ...fieldwork, coordinate client schedules, and... ..., building trusted relationships with controller- and...SeniorFull timeSummer workWork at office- JPMorganChase seeks a Business Relationship Manager Senior in California to manage a portfolio of large business clients (> $3MM revenue). You will drive development, deepen product use and coordinate with specialists to deliver end-to-end banking solutions. You will build...Senior
$10 per hour
...focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.As a Business Relationship Manager Senior (BRM) Acquisition banker... ...program entries.Chase is a leading financial services firm,...SeniorWork at office$55 - $75 per hour
CPA or EA - US Tax Reviewer "Senior Production Manager" Thousand Oaks, California, United States... ...firm where client care, quality control... ..., you will lead our compliance department... ...long-term relationships with clients and team... ...Engage in ad hoc tax strategy, resolution, and internal...SeniorPermanent employmentFull timePart timeWork at officeRemote workMonday to FridayFlexible hoursShift work- A leading technology company based in California is looking for a Senior Director, Strategic Planning and Portfolio Management. This role involves leading the strategy and portfolio management for their radio frequency test and measurement business, partnering across departments...Senior
- Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable business clients. You will acquire new relationships, deepen existing ones and deliver tailored banking solutions while protecting...Senior
- Anchor Loans in Thousand Oaks, CA, is seeking a Client Relationship Manager to partner with Loan Originators, supporting the origination process from lead through closing while delivering an exceptional borrower experience. You will size loans, prepare pricing, draft term...
- ...America Credit Union is seeking a Personal Banker III at the Westlake Branch. This role focuses on establishing and retaining member relationships while achieving sales and service goals. The candidate should migrate between teller lines and platforms to maximize revenue and...Senior
$24.88 - $33.17 per hour
...Description Warner Pacific Senior/Lead Online Enrollment Specialist... ...enrollment process for clients utilizing these online platforms... ...customer service and relationship building skills. Excellent... ...planning, organizational, and time management skills. Adept...SeniorHourly payFull timeTemporary workWork experience placementWork at officeRemote workMonday to FridayWeekend workWarner Pacific Insurance Services
Westlake Village, CA15 days ago- ...important the comfort and well-being of every client and foster healing by serving our clients... ...strategic plans to enhance the company’s relationship with its patients, medical providers and insurance. Oversee the day‑to‑day management of patient accounts. Provide mentorship,...
MVP Team Provider LLC
Simi Valley, CA2 days ago - JPMorgan Chase & Co. is seeking a Senior Business Relationship Manager in its Business Banking division to manage a portfolio of large, profitable business clients and drive growth through new client acquisition and deepening existing relationships. The role emphasizes...Senior
- Sage Mountain Senior Living, an Agemark Senior Living community in Thousand Oaks, CA, seeks a Health & Wellness Director to lead our clinical team and ensure exceptional resident care.... ...mentors others and creates meaningful relationships, we'd love to meet you. As Health &...Senior
- A boutique CPA practice is seeking an Assistant Client Manager to support client communications and production tasks. This part-time role, based in Thousand Oaks, California, requires a minimum of 2 years experience in client care and tax accounting. The ideal candidate...Part timeFlexible hoursWeekday work
$10 per hour
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing...SeniorWork experience placementWork at office- Libertana is seeking a Senior Accountant to lead accounting and monthly close for designated entities in Thousand Oaks, CA. You will prepare and review complex transactions, financial statements, reconciliations, and schedules, while guiding the accounting team and collaborating...Senior
$190k - $225k
...Finance/Controller CPA for a direct hire leadership... ...is ideal for a senior finance executive who can lead both strategic... ...accounting, FP&A, cash management, financial... ...to influence growth strategy, profitability, inventory... ..., banking relationships, liquidity, working...Temporary work$150k - $230k
..., California, seeks an experienced professional for a key role in procurement and cost management for an extensive high-speed rail project. This position involves leading strategies for contract selection, cost control, and stakeholder engagement while championing sustainability...SeniorContract workPart time$141.45k - $191.38k
...and transform the lives of patients while transforming your career. SENIOR MANAGER, PORTFOLIO ANALYTICS & STRATEGY What you will do Let’s do this. Let’s change the world. In this vital role you will lead portfolio analysis, performance tracking, and benchmarking, while...SeniorFlexible hours- L-Acoustics US LLC recherche un Business Development Manager pour les Concert Venues dans la région des Amériques. Ce poste implique la création de nouvelles affaires, la définition de la stratégie et le développement du marché pour le secteur des salles de concerts. Le...Senior
$250k - $300k
Mace is seeking a senior leader in Thousand Oaks, California, to oversee the construction... ...or infrastructure, strong client and stakeholder management skills, and relevant professional memberships. Responsibilities include leading teams, ensuring project delivery, and...Senior- Amgen Inc. (IR) in Thousand Oaks, CA, seeks an Associate Director, Orchestration Engine - Business Lead to translate portfolio and brand priorities into scalable orchestration capabilities and clear business requirements. You will partner across brand teams, Decision Sciences...Senior
- ...Consulting is seeking an experienced Project Manager in Thousand Oaks, California, to oversee... ...supply chain processes and supplier relationships. The successful candidate will manage... ...ability to present information clearly to senior leadership. Experience in project management...
$110k - $140k
20BLOC, Inc. is seeking a QC & Analytical Lead to direct the operations of our QC and analytical lab in Thousand Oaks, CA. This role... ...bachelor's degree in biological sciences, and strong skills in managing quality systems. We offer a competitive salary range of $110,000...Senior$90k - $110k
A biopharmaceutical company located in Thousand Oaks is seeking a Quality Control (QC) Lead. The role involves managing the QC lab operations, supervising staff conducting analytical assays, and ensuring compliance with regulatory standards. Candidates should have a Bachelor...SeniorFull time$116k - $182.27k
Takeda is looking for an Environmental Health and Safety Manager in Thousand Oaks, California. The role involves leading health and safety programs to ensure regulatory compliance and sustainable operations. You will manage EHS audits, oversee safety initiatives, and maintain...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior CPA Client Manager - Strategy & Relationship Lead. Be the first to apply!
Related searches
- strategic director Thousand Oaks, CA
- director of strategy Thousand Oaks, CA
- planning director Thousand Oaks, CA
- planning manager Thousand Oaks, CA
- strategic planning manager Thousand Oaks, CA
- senior manager financial planning & analysis Thousand Oaks, CA
- director strategy and innovation Thousand Oaks, CA
- strategic planning director Thousand Oaks, CA
- planning supervisor Thousand Oaks, CA
- senior lead project manager Thousand Oaks, CA