Senior Tax Manager

Kids for the Future; Walnut Creek (CA); On-site; USD 135,000 - 165,000; Full time

Benefits offered by this job

Health insurance

401k match

Job summary

Earned is a tax-smart financial services firm focused on doctors and their practices, delivering real-time financial trajectory insights through our iOS app and services. The Senior Tax Manager role centers on tax planning and preparation, with additional accounting and financial statement responsibilities to support multi-owner clients.

Join a high-growth, industry-focused firm offering competitive compensation and a pathway to leadership within a strategically expanding organization.

Qualifications

• Bachelor’s degree in accounting is required.
• CPA licensure active and 7+ years of experience in CPA firms.
• Strong knowledge of S-Corp, C-Corp, individuals and trusts.

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.
• Formal or informal management of tax employees
• Other duties as assigned.

Skills

Client communication

Tax planning

Research tax laws

Leadership

Medical/dental industry knowledge

Education

Bachelor’s degree in accounting

Master’s degree in accounting/finance or MBA

CPA licensure – active

Job description

• Base Pay $140,000.00 - $165,000.00 / Year
• Job Category Tax
• Employee Type FT Exempt
• Required Degree 4 Year Degree
• Travel 10%
• Manage Others Yes

Description

Compensation Transparency

Salary: $135,000 to $155,000 + 10-15% bonus potential

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 Manager works in multiple capacities supporting our clients. Tax planning and preparation are the main focus, but this role will also include accounting and financial statement preparation.

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.
• Formal or informal management of tax employees
• Other duties as assigned.

Key Requirements

• Bachelor’s degree in accounting required
• Master’s degree in accounting/finance or MBA is desired
• CPA licensure –active
• 7+ years of successful CPA firm experience and/or Big 4 experience
• Heavy business tax experience (S-Corp, C-Corp, individual, trust)
• Willingness to understand and properly communicate difficult issues to clients
• Commitment to developing technical and industry knowledge through personal reading, research, coursework, and other avenues
• 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
• Knowledge and expertise in the medical and dental industry metric is ideal
• 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.