Client Manager, Tax

Earned; United States; Hybrid; USD 110.000 - 170.000; Vollzeit

Benefits dieser Stelle

Bonus: 10% of fees collected

Zusammenfassung

Earned is a tax-smart financial services firm serving doctors and their practices. The Client Manager role is fully client-facing, overseeing a portfolio and leading a team of Senior Accountants. You will deliver tax services, accounting, and bookkeeping oversight with a focus on high-net-worth healthcare clients.

The position is remote or hybrid, requiring 2–3 in-office days within a commutable distance. We offer a 10% bonus of fees collected and a pathway for growth in a fast‑growing,

Qualifikationen

• 5-7 years of experience reviewing individual 1040 and entity tax returns for high-net-worth clients
• Strong background in corporate taxation, especially S-Corporations
• Leadership experience with a desire to mentor
• Ability to work with a niche medical professionals client base
• Proficiency with tax software (UltraTax) and QuickBooks (Online)

Aufgaben

• Conduct client meetings (in person, remote, or phone) to review accounting and tax documents and provide tax and business guidance
• Review and finalize entity and 1040 tax returns for practice owner clients
• Collaborate on annual financial and practice management reports, including overhead and fee analysis
• Set up and maintain QuickBooks software for clients
• Develop and lead Senior Accountants and Bookkeepers; support client relationship management
• Support marketing efforts to grow healthcare practice and represent Earned at events
• Maintain ongoing client relationships to complete accounting and tax work
• Respond to client inquiries promptly per firm policies
• Review and resolve IRS/state notices
• Assist with additional tax and accounting work as delegated by partners

Kenntnisse

1040 & entity tax returns

Leadership & mentoring

Client service excellence

Tax planning guidance

Team collaboration

Ausbildung

Bachelor’s degree in accounting, taxation, or finance

Tools

UltraTax

QuickBooks Online

Jobbeschreibung

This is a remote or hybrid role that requires 2-3 days in the office within a commutable distance.

Compensation Transparency

Plus 10% bonus of fees collected

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.

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.

Job Summary

The Client Manager is responsible for managing client relationships and delivering tax services, accounting, and bookkeeping oversight to healthcare practice clients. This role is fully client-facing, oversees a portfolio of clients, and leads a team of Senior Accountants. The ideal candidate is experienced, organized, and comfortable taking ownership of both client work and team leadership in a growing firm.

Key Responsibilities

• Conduct client meetings based on the meeting schedule included in client’s Practice Service Package (in client’s office/company office, remotely and by phone) to organize and review their accounting and tax documents and to provide meaningful tax and business guidance and planning.
• Review and finalize entity and 1040 tax returns for practice owner clients.
• Collaborate on the successful completion of various annual financial and practice management reports completed for healthcare practice clients, including our annual Overhead and Fee Analysis.
• Provide guidance, set up and maintain QuickBooks software for clients, as needed.
• Assist in the development and leadership of Senior Accountants and Bookkeepers; act as resource to help other Preparers manage client relationships and address clients’ inquiries or issues.
• Help build our healthcare practice business by assisting in marketing and promotional efforts; Represent Earned/Schwartz & Schwartz at various networking and marketing events as needed.
• Maintain ongoing relationships with clients as needed to properly complete accounting and tax preparations and planning.
• Respond to client inquiries in timely and professional manner according to firm policies.
• Review, respond and resolve any IRS or state notices relating to clients.
• Assist with additional tax and accounting work as delegated by partners.

Key Requirements

• Bachelor’s degree in accounting, taxation, or finance
• 5-7 years of experience reviewing individual 1040 and entity tax returns, financial statements and general accounting experience for HNW clients
• Strong background in corporate taxation, specifically S-Corporations, and knowledge of their related basis issues
• Leadership experience with a strong desire to mentor
• Strong desire to work with a specific niche clientele of medical professionals and dentists and ability to learn the intricacies and specific tax related issues of these businesses/professions
• Demonstrated experience working with tax software, specifically UltraTax beneficial
• Experience working with QuickBooks software, including QuickBooks Online
• Exceptional attention to detail
• Demonstrated ability to deliver exceptional and professional client service
• Superior interpersonal, communication and leadership skills with the ability to work directly with clients
• Desire to work in a team environment and grow with the firm
• 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.

Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. We are unable to sponsor or take over sponsorship of employment visas at this time.