[Remote] Tax Manager/Senior Tax Manager at Earnest

Remote

Apply Now

$130,000 – $165,000Compensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, HealthcareIndustries

Requirements

Tax Manager
Bachelor’s degree in Accounting required, Master's degree in Finance or MBA preferred
5+ years of successful CPA firm experience and/or Big 4 experience, with heavy business tax experience (corp, partnership, individual, trust)
Active CPA licensure and willingness to obtain CA CPA
Knowledge of California tax laws, preferred
Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes
Senior Tax Manager
7+ years of successful CPA firm experience and/or Big 4 experience, with heavy business tax experience (corp, partnership, individual, trust)
Experience taking the lead on client relationships

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, address 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

Skills

Key technologies and capabilities for this role

Tax PlanningTax PreparationFinancial StatementsProfit AllocationsTax ReturnsPartnership TaxationCorporate TaxationIndividual TaxationTrust TaxationForeign Tax FilingsClient Relationship ManagementTax Onboarding

Questions & Answers

Common questions about this position

What is the salary range for the Tax Manager/Senior Tax Manager position?

The salary range is $130K - $165K.

Is this position remote?

Yes, the position is fully remote.

What are the key responsibilities for this role?

Key responsibilities include overseeing client financial statements, preparing and reviewing tax returns for various entities, managing client relationships and meetings, overseeing tax projections and notice resolutions, and staying current on tax laws.

What is the company culture like at Earned?

Earned focuses on building deep client connections through technology-driven, fiduciary expertise and tax-smart tools, with a rapidly scaling environment backed by major investors and an aggressive M&A strategy to redefine financial services for doctors.

What makes a strong candidate for this Tax Manager role?

Strong candidates have expertise in tax planning, preparation for complex entities, client relationship management, oversight of financial statements and audits, and the ability to train others while staying current on tax laws.

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.

Land your dream remote job 3x faster with AI

Try Jobo Free