Tax Preparer at Earnest

Hercules, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, HealthcareIndustries

Requirements

CPA or EA Certification with a bachelor’s degree
At least 3 years' experience with tax preparation
Prior bookkeeping experience (desirable)
Tax code knowledge required
Experience with QuickBooks and QuickBooks Online
Bilingual: Proficiency in Hindi or Punjabi is a strong plus
Excellent organizational and problem-solving skills and the ability to independently prioritize multiple tasks
Thrive in a high performing, fast-paced environment, maintaining composure and focus under pressure and deadlines
Be detail-oriented and flexible to learn
Strong collaboration skills

Responsibilities

Prepare and analyze client financial statements
Client tax onboarding
Prepare income tax returns for corporations, partnerships, individuals, and trusts based on source documents prepared both internally and provided to us by clients
Meeting preparation for client meetings along with subsequent follow-up items
Prepare client tax projections for estimated tax payments and future tax liabilities
Prepare tax notice resolution package
Prepare government audit responses
Consistently remain alert to client satisfaction, address client needs, with timely follow-up and communicate appropriate information to engagement advisors and personnel

Skills

Tax Preparation

Income Tax Returns

Financial Statements

Tax Onboarding

Corporations Taxation

Partnerships Taxation

Trusts Taxation

Estates Taxation

Client Engagement

Meeting Preparation

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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