Tax Manager
Tax Manager
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Salary Not Disclosed
1 Vacancy
Job Description
About Earned Wealth
Earned is a taxsmart 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 practicebased solutions to maximize their wealth potential and drive better financial outcomes.
What sets Earned apart is our strategic growth model. We have secured $200M to fuel an aggressive M&A strategy acquiring and integrating bestinclass financial services firms to expand our capabilities and accelerate our vision. Backed by leading investorsincluding Summit Partners Silversmith Capital Juxtapose Hudson Structured and Breyer Capitalwe are rapidly scaling to redefine financial services for medical professionals.
Our technologydriven approach supported by fiduciary experts and modern taxsmart tools ensures clients have a clear realtime view of their financial trajectory through our iOS app and beyond.
Join us as we build the future of financial services for doctorsfaster smarter and at scale.
Job Summary
The Tax Manager will be based out of our Walnut Creek office (can be hybrid or remote) with our acquired firm Thomas Doll. This role works in multiple capacities across accounting financial statement preparation and tax planning and preparation being the main focus of the role.
Key Responsibilities:
Oversee client financial statements for accuracy and timeliness.
Review and prepare profit allocations for multiowner 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 semiannual client meetings for financial review and tax planning.
Responsible for preparation for meetings and any followups that result.
Oversee clients 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 clients internal Service Team.
Research and answer clients 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 followup 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
Other duties as assigned.
Key Requirements:
Bachelors degree in Accounting required Masters 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
Knowledge of California tax laws preferred.
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
Preferred deep knowledge and expertise in medical and dental industry metrics
Benefits
An attractive total compensation package
Employersponsored health insurance (medical dental vision)
401k 5 match
Required Experience:
Manager
Employment Type
Full-Time
