[Remote] Tax Manager/Senior Tax Manager at Earnest

Remote

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

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

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

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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