Client Manager, Personal Income

Compensation Transparency Salary Range: $120,000 - $140,000 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. We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctors full financial life.Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem. Earned manages $3.4B+ in assets, serves more than20,000 clients, and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines. We are building this platform from the ground up,leveragingmodern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-qualityadvice atscale. Operating across multiple service lines,acquiredentities, and client entry points requires a highlydisciplinedyet relationship-driven go-to-market model that can scale without losing trust. Join us as we build the future of financial services for doctors faster, smarter, and at scale. Job Summary This position,Client Manager,is responsible formanaging client relationshipswith personal income tax clientsandfocuses on tax planningandtax prep servicesfor healthcare professionals.This roleinvolvesone-on-onemeetings with clients and developing long-termclient-basedrelationships. Theideal candidatehas astrongbackground in personal tax work,isorganized, andiscomfortable workingindependentlywhilemanagingtheir ownportfolio ofclients. Key Responsibilities Conduct client meetings basedupon the meeting schedule included in clients Practice Service Package (in clients office/companyoffice,and/or virtually via Zoomor telephone) to organize andself-review their tax documents and to providetheir clients beneficialtaxplanning ideasandguidance. Review andfinalize 1040 tax returns Be part of a team that supports one another andactsasaresource to othertax preparers within our group.Preparers manage client relationships and address clients inquiries or issues Help build our healthcare practice business byassistingin marketing and promotional efforts; RepresentEarned/Schwartz & Schwartz at various networking and marketing events as needed. Maintainand developongoing relationships withpersonal taxclientstoprovidea high leveloftaxservices to our clients. Respond to client inquiries inatimelyand professional manner according to firm policies. Review,respond,and resolve IRSandstatetaxnotices relating to clientissues. Assistwithadditionaltaxwork asdelegated by partners. Key Requirements CPA or IRS Enrolled Agent designation Bachelors degree in accounting,taxation, orfinance 5-7 years ofpersonal income taxexperiencewithHNW clients Strong background inpreparingindividual tax returns Confidence managing your portfolio of tax clients Strong desireto work with a specific niche clientele of medical professionals and dentists and ability to learn the intricacies and specific tax related issues of these businesses/professions Proficientexperience working with tax software.Priorexperience workingwith UltraTaxandSurePrepwould be helpful Exceptional attention to detailand self-review Demonstrated ability to delivera high levelofprofessional client service Excellentinterpersonal, communication and leadership skills with the ability to work directly with clients Desire to work in a team environment and grow with the firm Benefits An attractive total compensation package Employer-sponsored health insurance (medical, dental, vision) 401k + 5%match