Earnest

Senior Tax Manager

Remote

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

Position Overview

  • Location Type: Remote
  • Job Type: Full-Time
  • Salary: $130K - $160K

Earned is a 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 have secured $200M 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.

Requirements

  • Bachelor’s degree in Accounting required
  • Master’s degree in Finance or MBA is desired
  • 7+ years of successful CPA firm experience and/or Big 4 experience
  • Heavy business tax experience (corp, partnership, individual, trust)
  • CPA licensure – CA

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 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 tax liabilities.
  • Oversee tax notice resolutions.
  • Oversee government audits.
  • Monitors and manages 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.
  • Consistently remains alert to client satisfaction, address client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.

Company Information

  • About Earned Wealth: A tax-smart financial services firm dedicated to serving doctors, their families, and their practices.
  • Funding: $200M
  • Investors: Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital

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.

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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