Tax Manager

Position Overview

• Location Type: Remote (Hybrid possible)
• Job Type: Full-Time
• Salary: $120K - $140K

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. We are rapidly scaling through strategic acquisitions, backed by significant investment, to redefine financial services for medical professionals. This role, within the acquired firm Thomas Doll, focuses on accounting, financial statement preparation, and tax planning/preparation.

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, 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 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, addresses client needs, with timely follow-up and communicates 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 their work and have the ability to train others in areas of expertise.
• May manage tax employees; formally or informally.
• Other duties as assigned.

Requirements

• Bachelor's degree in Accounting or related field.

Company Information

• Company: Earned
• Industry: Financial Services (Tax-Smart)
• Funding: $200M
• Investors: Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, Breyer Capital
• Technology: iOS app and modern tax-smart tools
• Focus: Financial services for medical professionals