Tax Preparer

Earned; Hercules (CA); On-site; USD 45,000 - 48,000; Full time

Benefits offered by this job

Health insurance

401k + 5% match

Competitive compensation

Job summary

Earned is seeking a detail-oriented Tax Preparer for our physician-focused firm in Hercules, CA. You will prepare and review returns for individuals, corporations, partnerships, LLCs, trusts, and estates, with emphasis on accuracy and client service.

The role requires a 4-year degree, CPA or EA certification, 5–7 years of tax prep experience, and proficiency with QuickBooks. Bilingual Hindi or Punjabi is a plus; competitive compensation and benefits are offered.

Qualifications

• CPA or EA certification required.
• Bachelor's degree required.
• 5-7 years of tax preparation experience.
• Experience with QuickBooks and QuickBooks Online.
• Tax code knowledge required.
• Bilingual: Hindi or Punjabi is a strong plus.

Responsibilities

• Prepare and analyze client financial statements.
• Client tax onboarding.
• Prepare income tax returns for corporations, partnerships, individuals, and trusts based on source documents provided by clients.
• Meeting preparation for client meetings and subsequent follow-up items.
• Prepare client tax projections for estimated tax payments and future tax liabilities.
• Prepare tax notice resolution packages and government audit responses.
• Maintain client satisfaction with timely follow-up and clear communication to engagement advisors.

Skills

Tax preparation

Communication

Bookkeeping

Bilingual (Hindi or Punjabi)

Education

Bachelor's degree

Tools

QuickBooks

QuickBooks Online

Job description

• Location: 600 Alfred Nobel Drive, Suite A, Hercules, CA, 94547, United States
• Base Pay: $33.00 - $35.00 / Hour
• Job Category: Tax, Tax Operations
• Employee Type: FT Exempt
• Required Degree: 4 Year Degree
• Minimum Experience: 5 Years

Contact information

• Name: Recruitment
• Phone: [phone]
• Email: [e-mail]

Description

Compensation Transparency

Salary: $33.00 - $35.00/hour

Tax Performance Bonus

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

Earned is seeking a detail-oriented, client-focused, and experienced Tax Preparer to join our physician focused firm. The ideal candidate will be skilled in preparing and reviewing tax returns for individuals, corporations, LLCs, trusts, and estates. This role requires proactive client engagement, excellent communication skills, and a commitment to delivering an exceptional client experience.

Key Responsibilities

• Prepare and analyze client financial statements.
• Client tax onboarding.
• Prepare income tax returns for corporations, partnerships, individuals, and trusts based on source documents prepared both internally and provided to us by clients.
• Meeting preparation for client meetings along with subsequent follow-up item.
• Prepare client tax projections for estimated tax payments and future tax liabilities.
• Prepare tax notice resolution package.
• Prepare government audit responses.
• Consistently remain alert to client satisfaction, address client needs, with timely follow-up and communicate appropriate information to engagement advisors and personnel.
• Possess excellent organizational and problem-solving skills and the ability to independently prioritize multiple tasks.
• Thrive in a high performing, fast-paced environment, maintaining composure and focus under pressure and deadlines.
• Be detail-oriented and flexible to learn.
• Strong collaboration skills.

Key Requirements

• CPA or EA Certification required
• Bachelor's degree required
• 5-7 years of experience with tax preparation
• Prior bookkeeping experience preferred
• Tax code knowledge required
• Experience with QuickBooks and QuickBooks Online
• Bilingual: Proficiency in Hindi or Punjabi is a strong plus

Benefits

• An attractive total compensation package
• 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.