Tax Manager

About Earned Wealth

Earned is a 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 $200M 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.

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 multi-owner 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 semi-annual client meetings for financial review and tax planning.

• Responsible for preparation for meetings and any follow-ups that result.

• Oversee client’s 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 client’s internal Service Team.

• 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 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: 

• Bachelor’s degree in Accounting required, Master's 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

• Employer-sponsored health insurance (medical, dental, vision)

• 401k + 5% match