Tax Preparer
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Job Location:
Hercules, CA - USA
Hourly Salary:
$ 33 - 35
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About Earned Wealth
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. 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. Our offering is differentiated superior and creates deep connections with our clients.
What further 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 investorsincluding Summit Partners Silversmith Capital Juxtapose Hudson Structured and Breyer Capitalwe are rapidly scaling to redefine financial services for medical professionals.
Join us as we build the future of financial services for doctorsfaster smarter and at scale.
Job Summary
Earned is seeking a detail-oriented client-focused and experienced Tax Preparer to join our physician focused firm. The ideal candidate will be skilled in preparing and reviewing tax returns for individuals corporations LLCs trusts and estates. This role requires proactive client engagement excellent communication skills and a commitment to delivering an exceptional client experience.
Key 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
Possess 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
Key Requirements
CPA or EA Certification with a bachelors 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
Benefits
An attractive total compensation package
Employer-sponsored health insurance (medical dental vision)
401k 5% match
Key Skills
- Tax Experience
- Accounting Software
- GAAP
- QuickBooks
- Accounting
- Sage
- Account Reconciliation
- Analysis Skills
- Research Experience
- SOX
- Microsoft Excel
- Financial Analysis
About Company
Comprehensive tax-smart financial solutions exclusively for doctors. Designed to minimize your taxes, maximize your savings, and grow your wealth more efficiently.
