Senior Tax Manager

Compensation Transparency Salary: $135,000 to $155,000 + 10-15% bonus potential This role is remote eligible but must be located within Eastern Standard Time zones. 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 investorsincluding Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capitalwe 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 doctorsfaster, smarter, and at scale. Job Summary The Senior Tax Manager works in multiple capacities supporting our clients. Tax planning and preparation are the main focus, but this role will also include accounting and financial statement preparation. 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 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, address client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.Formal or informal management of tax employeesOther duties as assigned. Key Requirements Bachelors degree in accounting requiredMasters degree in accounting/finance or MBA is desiredCPA licensure active7+ years of successful CPA firm experience and/or Big 4 experienceHeavy business tax experience (S-Corp, C-Corp, individual, trust)Expert communication skills, including listeningWillingness to understand and properly communicate difficult issues to clientsCommitment to developing technical and industry knowledge through personal reading, research, coursework, and other avenuesDisplay comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codesAbility to correctly apply appropriate technical skills to a wide range of situationsDemonstrate the ability to research and provide solution options for difficult tax problemsAbility to build relationships in the business community to generate future leads and referralsKnowledge and expertise in the medical and dental industry metric is ideal Benefits An attractive total compensation packageEmployer-sponsored health insurance (medical, dental, vision)401k + 5% match Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individuals 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.