Tax Manager

EarnedEarned 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 to deliver better advice through an integrated view of a doctor’s full financial life. 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.

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 coordinate foreign tax filings.
• Manage the client relationship (e.g., 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 and government audits.
• Monitor and manage 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.
• Address client needs with timely follow-up and communicate 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 work and train others in areas of expertise.
• May manage tax employees, formally or informally.
• Other duties as assigned.

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.
• Comprehensive technical tax and accounting knowledge relating to current business state and federal tax codes.
• 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 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.

Benefits

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