Tax Manager

Compensation Transparency Salary: $120,000 - $140,000 Bonus: 15% 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.

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 doctors 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 than20,000 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,leveragingmodern 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,acquiredentities, and client entry points requires a highlydisciplinedyet 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 clients 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 clients internal Service Team.Research and answer clients accounting and t...