Senior Tax Manager

6 days ago

San Francisco, United States Earned Wealth Full time
About Earned Wealth

Earned is the comprehensive, tax-smart wealth building solution exclusively for doctors, their families, and their practices. With a wide range of individual and practice solutions, we strive to be the only financial partner doctors need. By integrating our personal and practice solutions into an overall strategy, we can fully optimize our clients’ wealth potential and help them achieve better financial outcomes.

Our financial solutions are backed by fiduciary experts and modern, tax-smart technology – including our iOS app, which provides clients with a clear view of their financial trajectory and the value Earned is adding to their portfolio.

We have secured $200M to fund an aggressive acquisition strategy that will accelerate this vision. We are backed by leading growth equity and venture capital investors including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital.

Job Summary:

The Senior Tax Manager will be based out of our Walnut Creek office (can by Hybrid) with our newly acquired firm, Thomas Doll. This role works in multiple capacities across accounting, financial statement preparation, and tax planning and preparation being the main focus of the role.

Key Responsibilities:

  • Oversee client financial statements for accuracy and timeliness.

  • Review and prepare profit allocations for multi-owner clients.

  • Oversee client tax onboarding.

  • Prepare, review, and sign designated tax returns for corporations, partnerships, individuals, trusts, and coordinating foreign tax filings.

  • Manage the client relationship (i.e.: running meetings and correspondence).

  • Oversee semi-annual client meetings for financial review and tax planning.

  • Responsible for preparation for meetings and any follow-ups that result.

  • Oversee client’s strategic planning activities.

  • Oversee preparation and analysis of dental practice buyer financial due diligence.

  • Oversee, prepare and review client tax projections for estimated tax payments and future tax liabilities.

  • Oversee tax notice resolutions.

  • Oversee government audits.

  • Monitors and manages assigned accounts to ensure required work is performed on schedule with the client’s internal Service Team.

  • Research and answer client’s accounting and tax questions.

  • Stay up to date and research new tax laws and prepare internal educational materials.

  • Consistently remains alert to client satisfaction, address client needs, with timely follow-up and communicates appropriate information to engagement partners and personnel.

Key Requirements:

  • Bachelor’s degree in Accounting required

  • Master's degree in Finance or MBA is desired

  • 7+ years of successful CPA firm experience and/or Big 4 experience

  • Heavy business tax experience (corp, partnership, individual, trust)

  • CPA licensure – CA


Key Attributes:

  • Expert communication skills, including listening.

  • Willingness to understand and properly communicate difficult issues to clients

  • Commitment to developing technical and industry knowledge through personal reading, research, coursework, etc.

  • Display comprehensive technical tax and accounting knowledge relating to the current business state and federal tax codes

  • Ability to correctly apply appropriate technical skills to a wide range of situations

  • Demonstrate the ability to research and provide solution options for difficult tax problems

  • Ability to build relationships in the business community to generate future leads and referrals

Benefits

  • An attractive total compensation package

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

  • 401k + 4% match

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