Compensation Transparency
Salary: $10,000-$130,000 + 10% Bonus Potential
This is a remote eligible role with Pacific Standard Time zone Preferred.
At Earned, we are committed to fair and transparent compensation. Base salary is market-driven and determined at the time of offer based on benchmarks such as role-specific market data, company stage, and factors such as internal equity, relevant experience, interview performance, location, and level.
About Earned
Earned is a category-defining, first-in-kind tax-smart financial services firm dedicated to serving doctors, their families, and their practices. Our goal is to be the only financial partner doctors need by seamlessly integrating personal and practice-based solutions to maximize their wealth potential and drive better financial outcomes.
We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.
Earned manages $3.4B+ in assets, serves more than 20,000 clients, and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.
We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship-driven go-to-market model that can scale without losing trust.
Join us as we build the future of financial services for doctors faster, smarter, and at scale.
Job Summary We're looking for a hands-on Senior Accounting Operations Manager to own the core accounting engine of a fast-growing, multi-entity financial services platform. You'll lead day-to-day accounting operations in NetSuite, including the close, cash and treasury management, and tax compliance support. You'll also help build scalable processes as we integrate newly acquired firms. This role suits someone who enjoys both doing the work and improving how it gets done.
What Success Looks Like in Year One
Accounting Operations & Close
- Oversee AP, fixed assets, prepaids, and intercompany accounting, including intercompany eliminations and consolidation.
- Maintain complete, well-documented reconciliations for all balance sheet accounts, and resolve reconciling items on time.
- Prepare GAAP-compliant financial statements and flux analysis for management.
Treasury & Cash Management
- Manage daily cash positioning across operating accounts and entities, and prepare 13-week cash forecasts.
- Oversee bank relationships, account setup and maintenance, signatory changes, and payment controls such as dual approval and positive pay.
- Manage intercompany funding and cash transfers, and support debt covenant compliance reporting where applicable.
- Serve as the accounting team's NetSuite power user and process owner: chart of accounts, subsidiaries, saved searches, workflows, and reporting.
- Lead or support NetSuite OneWorld configuration for new subsidiaries, and drive automation such as bank feeds, amortization schedules, and approval workflows.
- Partner with other team members on integrations with payroll, billing, banking, and expense platforms.
- Coordinate with external tax advisors on federal and state income tax provisions and returns, estimated payments, and year-end tax packages.
- Manage sales and use tax, franchise tax, property tax, and business license compliance, including nexus monitoring as we expand into new states.
- Oversee 1099 reporting and support tax diligence for acquisitions.
Controls, Audit & Team Leadership
- Design, document, and maintain internal controls over financial reporting, including segregation of duties, reconciliation review, and payment approvals.
- Prepare PBC schedules and audit-ready documentation.
- Supervise, train, and develop staff and senior accountants, and set clear close-calendar ownership and review standards.
- Bachelor's degree in accounting or finance.
- 8+ years of progressive accounting experience, including 5+ years hands-on in NetSuite (OneWorld/multi-subsidiary strongly preferred).
- 5+ years of direct experience in cash/treasury management and tax compliance support.
- Strong command of US GAAP, month-end close, and account reconciliation best practices.
- Experience in a professional services, or consulting environment with recurring or service-based revenue.
- 3+ years of managing accounting staff.
- Advanced Excel skills. Comfort with saved searches and building NetSuite reports.
- CPA (active or in progress).
- Experience at a PE-backed or acquisitive company, including post-acquisition integrations.
- Familiarity with ASC 606 and ASC 805.
- Experience with AP/spend and treasury tools (e.g., Ramp, Bill.com, bank portals).
- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
- 401k + 5% match
Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.
Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. We are unable to sponsor or take over sponsorship of employment visas at this time.