Bookkeeping Specialist

Kids for the Future; Walnut Creek (CA); Hybrid; USD 48,000 - 62,000; Part time

Benefits offered by this job

Health insurance

401k + 5% match

Job summary

The Bookkeeping Specialist at Earned collaborates with staff and 30-40 clients, serving as the main contact to support deadlines and compliance with a focus on accuracy and professional service. The schedule is Monday-Friday, with potential overtime around January, and flexible remote/hybrid options based in Walnut Creek, CA.

This role emphasizes payroll entries, tax filings, and meticulous ledger work while upholding high standards of organization and client communication.

Qualifications

• High school diploma or equivalent is required.
• Part-time, non-exempt employment status.
• Remote in PST or MST or hybrid from Walnut Creek, CA.

Responsibilities

• Reconciles client bank accounts, credit cards, and loans with statements and notifies clients of needed changes.
• Obtains documentation of purchased assets.
• Prepares, reviews, and maintains accurate general ledgers for assigned clients.
• Prepares payroll journal entries and 1099s as needed, reconciling wages to payroll reports.
• Handles Business License Renewals, Property Statements, Sales/Use Tax Returns, and other filings.

Education

High school diploma or equivalent

Job description

• Job Category Accounting, Client Accounting
• Employee Type PT Non-Exempt
• Required Degree High school

Description

Compensation Transparency

Salary Range: $35.00-$45.00/hour

At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.

Schedule: This role can be remote in Pacific or Mountain Standard Time zones or a hybrid position based out of Walnut Creek, CA. This is a part-time position with schedule typically Monday-Friday and overtime or more hours are typically required in January during a given year.

Job Summary

The Bookkeeping Specialist collaborates closely with staff and 30-40 clients. The Specialist is the key contact with clients, assisting in meeting deadlines and compliance issues, delivering outstanding accuracy and service, in a timely and professional manner. Schedule is Monday-Friday

Key Responsibilities

• Reconciles all client bank accounts, credit cards, and loans and other liability accounts to the respective bank statements, accounting for differences, and notifying clients of changes that need to be made to the checkbook register.
• Obtains documentation of purchased asset.
• Prepares, reviews, and maintains an accurate general ledger.
• Prepares journal entries to record monthly production, adjustments, and collections in the general ledger. Responsible for accuracy of the general ledger of all assigned clients.
• Prepares payroll journal entries and annual 1099s as needed, reconciles GL wages to YTD payroll reports. Advanced payroll knowledge is an advantage.
• Prepares Business License Renewals, Business Property Statements, Sales/Use Tax Returns, and other agency filings as necessary for clients.
• Possess excellent organizational and problem solving-skills and the ability to independently prioritize multiple tasks.
• Able to sustain productivity in a demanding environment, maintaining composure and focus under pressure and deadlines.
• Possess professional manner and work ethics.
• Must be able to exercise good judgement and initiative; handle situations with poise, understanding, and tact.
• Proactive with excellent verbal and written communication skills.
• Must have outstanding logic and critical thinking skills.
• High school diploma or equivalent required
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match

Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.

Requirements

About Earned

Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.

We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.

Earned manages $3.4B+ in assets, serves more than 20,000 clients , and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.

We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship-driven go-to-market model that can scale without losing trust.

Join us as we build the future of financial services for doctors faster, smarter, and at scale.