Senior Tax Manager

Earned; California (MO); On-site; USD 200,000 - 235,000; Full time

Job summary

An innovative financial services firm is seeking a Senior Tax Manager to lead tax planning and preparation for clients, primarily in the medical field. This role involves overseeing financial statements, ensuring compliance, and maintaining strong client relationships. With a focus on strategic growth and technology-driven solutions, the firm is redefining the financial landscape for medical professionals. Join a dynamic team dedicated to maximizing wealth potential and driving better financial outcomes for clients. If you have a passion for tax and client service, this is the perfect opportunity to make a significant impact.

Benefits

Employer-sponsored health insurance

401k + 5% match

Attractive total compensation package

Qualifications

• 7+ years of CPA firm experience and/or Big 4 experience.
• Expert communication skills and commitment to ongoing education.

Responsibilities

• Oversee client financial statements and tax onboarding.
• Prepare and review tax returns for various entities.
• Manage client relationships and ensure satisfaction.

Skills

CPA licensure

Business tax experience

Communication skills

Technical tax knowledge

Education

Bachelor’s degree in Accounting

Master's degree in Finance or MBA

Job description

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About Earned Wealth

Earned is a 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.

About Earned Wealth

Earned is a 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 $200M 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 Manager works in multiple capacities across accounting, financial statement preparation, and tax planning and preparation being the main focus of the role.

Key Responsibilities:

• Oversee client financial statements for accuracy and timeliness.
• Review and prepare profit allocations for multi-owner clients.
• Oversee client tax onboarding.
• Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.
• Manage the client relationship (i.e.: running meetings and correspondence).
• Oversee semi-annual client meetings for financial review and tax planning.
• Responsible for preparation for meetings and any follow-ups that result.
• Oversee client’s strategic planning activities.
• Oversee preparation and analysis of dental practice buyer financial due diligence.
• Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities.
• Oversee tax notice resolutions.
• Oversee government audits.
• Monitors and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team.
• 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, address client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.
  
  

Key Requirements:

• Bachelor’s degree in Accounting required
• Master's degree in Finance or MBA is desired
• 7+ years of successful CPA firm experience and/or Big 4 experience
• Heavy business tax experience (corp, partnership, individual, trust)
• CPA licensure – CA
  
  

Key Attributes:

• Expert communication skills, including listening.
• Willingness to understand and properly communicate difficult issues to clients
• Commitment to developing technical and industry knowledge through personal reading, research, coursework, etc.
• Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes
• Ability to correctly apply appropriate technical skills to a wide range of situations
• Demonstrate the ability to research and provide solution options for difficult tax problems
• Ability to build relationships in the business community to generate future leads and referrals
  
  

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

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