Senior Tax Accountant

Earned; New York (NY); Remoto; USD 83.000 - 93.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance (medical, dental, and

401(k) + 5% match

Descrizione del lavoro

Earned is seeking a Senior Tax Accountant to focus on individual and small business tax preparation, with related accounting support. You will prepare tax returns for various entities, manage onboarding, and help project future tax liabilities.

The ideal candidate holds a 4-year degree in accounting, 3–5 years CPA firm experience, and a CPA/EA license or active progression toward certification. Competitive benefits accompany this full-time role.

Competenze

• Bachelor's degree in accounting required; master's or MBA preferred.
• 3-5 years of CPA firm experience and/or Big 4 experience.
• Active CPA or EA licensure preferred or progressing toward certification.
• Solid technical tax and accounting knowledge of current tax codes.
• Ability to research and propose solutions for complex tax issues.
• Excellent verbal and written communication skills.
• Ability to explain difficult issues to clients and build relationships.
• Commitment to ongoing technical and industry learning.
• Capability to develop colleagues through training.

Mansioni

• Oversee client financial statements for accuracy and timeliness.
• Oversee client tax onboarding.
• Prepare designated tax returns for corporations, partnerships, individuals, and trusts.
• Prepare for meetings with appropriate follow-ups.
• Oversee and prepare client tax projections for estimated tax payments and future liabilities.
• Oversee tax notice resolutions.
• Oversee government audits.
• Research and answer client accounting and tax questions.
• Stay up to date on tax laws and prepare internal educational materials.
• Maintain client relationships and communicate with engagement partners.

Conoscenze

CPA/EA licensure

Big 4 experience

Communication skills

Tax research

Client relations

Training others

Formazione

Bachelor's degree in accounting

Master's degree in accounting/finance or MBA preferred

Descrizione del lavoro

• LocationRemote - United States
• Base Pay$82,500.00 - $92,500.00 / Year
• Employee TypeFT Exempt
• Required Degree4 Year Degree
• Manage OthersNo
• Minimum Experience3 Years

Compensation Transparency

Salary: $82,500 - $92,500

Bonus: 10%

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.

What sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.

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

Job Summary

The Senior Tax Accountant will focus on individual and small business tax preparation for our clients. This will include some accounting and financial statement preparation, along with tax preparation.

Key Responsibilities

• Oversee client financial statements for accuracy and timeliness.
• Oversee client tax onboarding.
• Prepare designated tax returns for corporations, partnerships, individuals, and trusts.
• Responsible for preparation for meetings and any follow-ups that result.
• Oversee and prepare client tax projections for estimated tax payments and future tax liabilities.
• Oversee tax notice resolutions.
• Oversee government audits.
• Research and answer client’s accounting and tax questions.
• Stay up to date and research new tax laws and prepare internal educational materials.
• Consistently remains alert to client satisfaction, addresses client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.
• Build and maintain successful relationships with clients, their personnel and our staff.
• Model excellence in performance and approach to their work and have the ability to train others in areas of expertise.
• Other duties as assigned.

Key Requirements

• Bachelor's degree in accounting required, master's degree in accounting/finance or MBA preferred
• 3-5 years of successful CPA firm experience and/or Big 4 experience
• Active CPA or EA licensure preferred or must be progressing towards certification.
• Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes
• Demonstrate the ability to research and provide solution options for difficult tax problems
• Excellent verbal and written communication skills
• Willingness to understand and properly communicate difficult issues to clients
• Commitment to developing technical and industry knowledge through personal reading, research, coursework and other continuing education
• Ability to build relationships in the business community to generate future leads and referrals
• Deep knowledge and expertise in medical and dental industry metrics, preferred

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• 401(k) + 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.