Tax Preparer
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 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 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
At least 3 years' experience with tax preparation
Prior bookkeeping experience (desirable)
Tax code knowledge required
Experience with QuickBooks and QuickBooks Online
Bilingual: Proficiency in Hindi or Punjabi is a strong plus
Benefits
An attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
401k + 5% match
Average salary estimate
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