Administrative Assistant
Hourly Range: $28.00 - $30.00
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.
Responsibilities
- Support the e-filing of federal and state tax returns.
- Contact clients to follow up on missing information, signatures, and e-file authorizations.
- Handle incoming client calls, answer questions, and assist them with navigating our portal.
- Download, track, and organize all e-file authorization forms.
- Assist with outbound client calls and document retrieval.
- Scan, upload, and organize tax-related documents post–tax season.
- Maintain accurate and well-organized digital filing systems.
- Coordinate and schedule client calls and appointments for a team of accountants.
- Provide office calendar support and schedule/order office lunches.
- Provide administrative support during peak tax season and throughout the year.
- Participate in off-season training to support more complex tax administrative tasks.
Requirements
- High school diploma or equivalent required
- 2–5 years of administrative experience in a professional confidential environment
- 2+ years of Excel skills, including data entry and spreadsheet management
- Proficiency with Microsoft Office (Outlook, Word, Excel)
- Experience handling confidential and sensitive information
- Comfortable with frequent phone work and direct client communication
- Strong attention to detail and organizational skills
Preferred Qualifications
- Experience in a tax, accounting, or law firm environment
- Familiarity with tax software, e-filing platforms, or document management systems
Benefits
- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
- 401k + 5% match