Director Tax and Accounting Services

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

We are seeking a highlymotivated and experienced individual to join our team as Director Tax and Accounting Solutions. You will lead the organizations tax and accounting functions for our office in Walnut Creek CA as we continue to scale our business in the US. You will have a passion for partnering with the business to minimize tax exposure/risk and drive value for the organization and our clients. This role will be based in Walnut Creek CA and go into the office in a hybrid model.

Key Responsibilities:

• Provide strategic guidance and leadership on all taxrelated matters for clients including planning structuring and risk management.

• Manage and oversee all aspects of tax compliance including the preparation and filing of tax returns reports and other required documentation.

• Oversee tax accounting and Bookkeeping operations and institute continuous improvement methodology.

• Work with Product organization to optimize our processes and establish best in class operations leverage through technology enabled solutions. This will be informed by the Product roadmap for our tax services business.

• Collaborate with internal stakeholders to integrate tax considerations into our service lines

• Lead and mentor a team of senior tax advisors tax advisors operations and professionals fostering a culture of excellence collaboration and continuous learning.

• Drive project management process improvements and efficiencies within the tax function leveraging technology and best practices to enhance effectiveness and scalability.

Key Requirements:

• Bachelors degree in accounting finance or a related field; advanced degree (e.g. Master of Taxation JD) and/or professional certification (e.g. CPA) preferred.

• Minimum of 10 years of progressive experience in corporate taxation with experience in a public company environment.

• Proven leadership skills with the ability to inspire and motivate teams drive results and foster a culture of accountability and continuous improvement for both on and offshore teams.

• Excellent communication and interpersonal skills with the ability to interact effectively with stakeholders at all levels of the organization.

• Comfortable working with ambiguity with an ability to make a decision start executing and course correct as needed.

• Demonstrated ability to work on competing priorities in a fastpaced environment.

• Strategic thinker with strong analytical and problemsolving abilities able to anticipate challenges and develop proactive solutions.

• High integrity professionalism and ethical conduct with a commitment to upholding the highest standards of compliance and governance.

• Experience integrating varying tax processes.

Preferred Requirements:

• Strong technical expertise in tax laws regulations and principles with a focus on US GAAP and SEC reporting requirements.

Benefits

• An attractive total compensation package

• Employersponsored health insurance (medical dental vision)

• 401k 5 match

Required Experience:

Director