Compensation Transparency
Salary: $82,500 - $92,500
Bonus: 10%
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.
What sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.
Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.
Join us as we build the future of financial services for doctors—faster, smarter, and at scale.
The Senior Tax Accountant will focus on individual and small business tax preparation for our clients. This will include some accounting and financial statement preparation, along with tax preparation.
- Oversee client financial statements for accuracy and timeliness.
- Oversee client tax onboarding.
- Prepare designated tax returns for corporations, partnerships, individuals, and trusts.
- Responsible for preparation for meetings and any follow-ups that result.
- Oversee and prepare client tax projections for estimated tax payments and future tax liabilities.
- Oversee tax notice resolutions.
- Oversee government audits.
- 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, addresses 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 excellence in performance and approach to their work and have the ability to train others in areas of expertise.
- Other duties as assigned.
- Bachelor's degree in accounting required, master's degree in accounting/finance or MBA preferred
- 3-5 years of successful CPA firm experience and/or Big 4 experience
- Active CPA or EA licensure preferred or must be progressing towards certification.
- Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes
- Demonstrate the ability to research and provide solution options for difficult tax problems
- Excellent verbal and written communication skills
- Willingness to understand and properly communicate difficult issues to clients
- Commitment to developing technical and industry knowledge through personal reading, research, coursework and other continuing education
- Ability to build relationships in the business community to generate future leads and referrals
- Deep knowledge and expertise in medical and dental industry metrics, preferred
- An attractive total compensation package
- Employer-sponsored health insurance (medical, dental, vision)
- 401(k) + 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.
