Earned Wealth
We are a first-of-its-kind, highly specialized advisory tailor-made for physicians. Diligently researched, we are focused on the unique challenges, desires, and needs of doctors, whatever form that takes. We’re experts in your unique career journey and have created a range of products and services to help you build a brighter financial future.
11 - 50 employees
💰 $12M Series A on 2023-04
Tax Manager
March 10
Earned Wealth
We are a first-of-its-kind, highly specialized advisory tailor-made for physicians. Diligently researched, we are focused on the unique challenges, desires, and needs of doctors, whatever form that takes. We’re experts in your unique career journey and have created a range of products and services to help you build a brighter financial future.
11 - 50 employees
💰 $12M Series A on 2023-04
📋 Description
The Tax Manager will oversee client financial statements, tax planning, and preparation. • Manage client relationships and oversee strategic planning activities. • Research and address accounting and tax questions and ensure client satisfaction. • Stay updated on tax laws and model excellent performance.
🎯 Requirements
Bachelor’s degree in Accounting required, Master's degree in Finance or MBA preferred • 5+ years of successful CPA firm experience and/or Big 4 experience, with heavy business tax experience (corp, partnership, individual, trust) • Active CPA licensure • Knowledge of California tax laws, preferred. • Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes • Demonstrate the ability to research and provide solution options for difficult tax problems • Excellent verbal and written communication skills • Willingness to understand and properly communicate difficult issues to clients • Commitment to developing technical and industry knowledge through personal reading, research, coursework and other continuing education • Ability to build relationships in the business community to generate future leads and referrals • Preferred, deep knowledge and expertise in medical and dental industry metrics
🏖️ Benefits
An attractive total compensation package • Employer-sponsored health insurance (medical, dental, vision) • 401k + 5% match
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