• Hercules, CA
  • Full-time
7 days ago

Job Description

Compensation Transparency Salary: $33.00 - $35.00/hour Tax Performance Bonus 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 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 item.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 requiredBachelor's degree required5-7 years of experience with tax preparation Prior bookkeeping experience preferredTax code knowledge requiredExperience with QuickBooks and QuickBooks Online Bilingual: Proficiency in Hindi or Punjabi is a strong plus 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.

Numbers & Facts

LocationHercules, CA
Job TypeFull-time

Skills

  • Benchmarkingunmatched
  • Bookkeepingunmatched
  • Certified Public Accountant (CPA)unmatched
  • Communication Skillsunmatched
  • Corporate Taxunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Satisfactionunmatched
  • Detail Orientedunmatched
  • Equal Employment Opportunity (EEO)unmatched
  • Establish Prioritiesunmatched
  • Fiduciaryunmatched
  • Financial Analysisunmatched
  • Financial Servicesunmatched
  • Governmentunmatched
  • Income Taxunmatched
  • Intuit Quickbooksunmatched
  • Legalunmatched
  • Medical Conditionsunmatched
  • Medical Geneticsunmatched
  • Mergers and Acquisitionsunmatched
  • Militaryunmatched
  • Multilingualunmatched
  • Multitaskingunmatched
  • Onboardingunmatched
  • Organizational Skillsunmatched
  • Problem Solving Skillsunmatched
  • Punjabi Languageunmatched
  • Regulationsunmatched
  • Resolve Customer Issuesunmatched
  • Silversmithingunmatched
  • Tax Planningunmatched
  • Tax Returnsunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • iOSunmatched

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