Privity CPA Partners PC is a boutique, relationship driven firm with a 13 year legacy of high touch tax planning, preparation, and advisory work. From our light filled office in beautiful Thousand Oaks, we pair deep technical expertise with white glove client care. Integrity is our north star: every recommendation begins with one question- What is best for the client?
Prepare federal and multistate individual, S corporation, partnership, and trust returns in Lacerte (primarily 1040, 1120S, 1065).
Organize & input source documents, reconcile balances, and post adjusting journal entries in QuickBooks Online.
Communicate with clients and teammates through Liscio questing missing items, answering basic questions, and keeping engagements on track.
Review workpapers for completeness and flag complex issues for senior staff or partners.
Manage deadlines : juggle 15 to 25 returns at any one time and deliver completed files for tax manager review on schedule.
Support extension, estimate, and e-filing processes as needed through April15 (and 10/15 if mutually agreed).
Must Have - Preferred 2+ consecutive seasons of hands on 1040 prep Experience with 1120S, 1065, and fiduciary returns Working knowledge of Lacerte or comparable professional software Familiarity with California PTET and multistate compliance Strong Excel / QBO skills; comfortable with cloud portals Prior use of Liscio or similar client portal tools. Ability to work 25hrs/week for extension season of 2025 and Feb-Apr 2026, including some evenings/Saturdays
EA or CPA credential in good standing
Hourly range: $32- $48 (DOE, credentialed preparers at upper band)
Employment type: Seasonal W2 or 1099 (your choice)
Hours: Flexible; core collaboration window 9a.m.3p.m.PT. Hybrid mix of in office days (Thousand Oaks) and remote work available.
Perks:
Paid training on Privity workflows and Liscio portal
Supportive, collegial team that values work-life balance even in busy season
Potential for return engagements or permanent placement if there's a mutual fit
1. Provide expert insights, advisory services, and deliver high-quality reports on client-specific challenges.2. Conduct rigorous research and analysis within your field of expertise.3. Offer consultation service based on clients' requests.
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