Tax Manager

Earned; United States; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Employer-sponsored health insurance

401k + 5% match

Job summary

Earned is a category-defining, tax-smart financial services firm focused on doctors and their practices. This CPA-focused role handles financial statement preparation and tax planning across corporate, partnership, and individual returns to deliver high-quality client service.

You will oversee tax onboarding, prepare and review tax returns, manage client relationships, and contribute to strategic planning and tax projections while staying current with evolving tax laws.

Qualifications

• Bachelor’s degree in Accounting required, Master's degree in Finance or MBA preferred.
• Active CPA licensure required or currently in good standing with CPA.
• 5+ years of successful CPA firm experience with heavy business tax experience (corp, partnership, individual, trust).
• Knowledge of California tax laws preferred and strong technical tax expertise.

Responsibilities

• Oversee client financial statements for accuracy and timeliness.
• Review and prepare profit allocations for multi-owner clients.
• Oversee client tax onboarding and prepare, review, and sign designated tax returns for various entities.
• Manage client relationships and oversee semi-annual financial reviews.

Skills

CPA licensure

Tax planning

Client relationship management

Communication skills

Tax research

Education

Bachelor’s degree in Accounting

Master’s degree in Finance or MBA

Tools

ProSystem fx

Excel

Job description

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

This role works in multiple capacities across accounting, financial statement preparation, and tax planning and preparation being the 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, 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 excellent performance and approach to their work and have the ability to train others in areas of expertise.
• May manage tax employees; formally or informally.
• Other duties as assigned.

Key Requirements

• Bachelor’s degree in Accounting required, Master's degree in Finance or MBA preferred
• 5+ years of successful CPA firm experience and/or Big 4 experience, with heavy business tax experience (corp, partnership, individual, trust)
• Active CPA licensure
• Knowledge of California tax laws, preferred
• 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
• 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.