Earnest

Tax Manager

California, United States

Earnest Logo
$120,000 – $140,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, AccountingIndustries

Requirements

Candidates should have a Bachelor's degree in Accounting or a related field and a CPA license is preferred. A minimum of 5 years of experience in tax management and preparation is required, along with strong knowledge of tax laws and regulations. Excellent communication and interpersonal skills are essential for managing client relationships effectively.

Responsibilities

The Tax Manager will oversee client financial statements for accuracy and timeliness, review and prepare profit allocations for multi-owner clients, and manage client tax onboarding. They will prepare, review, and sign designated tax returns for various entities and coordinate foreign tax filings. The role involves managing client relationships, overseeing semi-annual client meetings, and preparing for meetings and follow-ups. Additionally, the Tax Manager will oversee strategic planning activities, tax projections, and notice resolutions, while also managing government audits and ensuring timely performance of assigned accounts. They will research and address client accounting and tax questions and stay updated on new tax laws, preparing educational materials as needed.

Skills

Tax Planning
Tax Preparation
Financial Statement Preparation
Client Relationship Management
Tax Law Research
Audit Management
Foreign Tax Filings
Tax Notice Resolution
Financial Due Diligence
Team Collaboration

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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