Earnest

Senior Tax Manager

Remote

Earnest Logo
$130,000 – $160,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Tax Advisory, AccountingIndustries

Requirements

Candidates must possess a Bachelor’s degree in Accounting, with a Master’s degree in Finance or an MBA being desired. They should have at least 7 years of successful experience as a Certified Public Accountant (CPA) in a firm setting or with the Big 4, along with current CPA licensure in California. Strong business tax experience, including expertise in corporate, partnership, individual, trust, and foreign tax filings, is required.

Responsibilities

The Senior Tax Manager will oversee client financial statements for accuracy and timeliness, review and prepare profit allocations for multi-owner clients, oversee client tax onboarding, prepare and review designated tax returns, manage client relationships through meetings and correspondence, oversee semi-annual client meetings for financial review and tax planning, prepare for meetings and follow-ups, oversee client’s strategic planning activities, oversee preparation and analysis of dental practice buyer financial due diligence, oversee tax projections for estimated tax payments and future liabilities, oversee tax notice resolutions, oversee government audits, monitor assigned accounts, research and answer client questions, stay updated on tax laws, and consistently address client needs with timely follow-up.

Skills

CPA
Tax Planning
Financial Statements
Client Management
Tax Return Preparation
Business Tax
Corporate Tax
Partnership Tax
Trust Tax
Foreign Tax Filings
Financial Due Diligence
Tax Projections

Earnest

Provides low-interest student and personal loans

About Earnest

Earnest provides financial services focused on student loan refinancing, private student loans, and personal loans. The company uses advanced data analysis and underwriting software to assess each client's financial situation, allowing them to offer low-interest rates tailored to individual needs. Clients can select flexible repayment plans that suit their financial circumstances, making it easier to manage their debt. Unlike many competitors, Earnest continuously adjusts its rates based on market conditions to remain competitive. The goal of Earnest is to help financially responsible individuals effectively manage their educational and personal debt.

Key Metrics

San Francisco, CaliforniaHeadquarters
2013Year Founded
$123.5MTotal Funding
ACQUISITIONCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Home Office Stipend
Phone/Internet Stipend
Tuition Reimbursement
Paid Vacation
Parental Leave
Company Equity

Risks

Increased competition from fintech startups could erode market share.
Rising interest rates may decrease demand for refinancing options.
Potential regulatory changes could increase operational costs.

Differentiation

Earnest uses data-driven underwriting beyond traditional credit scores.
Offers flexible repayment plans tailored to individual financial situations.
Maintains a digital-first approach for loan applications and management.

Upsides

Increased demand for digital financial services boosts Earnest's online platform.
Alternative credit scoring models support Earnest's data-driven approach.
Growing trend of student loan refinancing aligns with Earnest's core offerings.

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