Senior Tax Associate

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 investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.

Join us as we build the future of financial services for doctors—faster, smarter, and at scale.

Job Summary

Earned is seeking a detail-oriented, client-focused, and experienced Senior Tax Associate to join our physician focused firm. The ideal candidate will be skilled in preparing and reviewing tax returns for individuals, S-Corps, C-Corps, 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 bachelor’s degree in accounting, finance, or related field

• 3-5 years of experience in tax preparation for individuals, S-Corps, C-Corps, LLCs, trusts, and estates

• Prior bookkeeping experience is a plus

• Tax code knowledge required

• Experience with QuickBooks and QuickBooks Online

• Bilingual in Hindi or Punjabi is a plus

Benefits

• An attractive total compensation package

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

• 401k + 5% match