Client Manager, Personal Income
Earned Client Manager, Personal Income
Compensation Transparency
Salary Range: $120,000 - $140,000
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.
We bring together tax, accounting, wealth management, insurance, and legal services under one platform not as a generic one-stop shop, but to deliver better advice through an integrated view of a doctor’s full financial life. Our differentiation is relationship-led, trust-based selling paired with disciplined execution across the ecosystem.
Earned manages $3.4B+ in assets, serves more than 20,000 clients, and is one of the fastest-growing doctor-focused platforms in the country. Backed by $200M of committed capital, we are scaling rapidly through acquisitions and organic growth across multiple service lines.
We are building this platform from the ground up, leveraging modern technology, data, and AI to simplify the client experience and make it easier for advisors and sales teams to deliver high-quality advice at scale. Operating across multiple service lines, acquired entities, and client entry points requires a highly disciplined yet relationship-driven go-to-market model that can scale without losing trust.
Join us as we build the future of financial services for doctors faster, smarter, and at scale.
Job Summary
This position, Client Manager, is responsible for managing client relationships with personal income tax clients and focuses on tax planning and tax prep services for healthcare professionals. This role involves one-on-one meetings with clients and developing long-term client-based relationships. The ideal candidate has a strong background in personal tax work, is organized, and is comfortable working independently while managing their own portfolio of clients.
Key Responsibilities
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Conduct client meetings based upon the meeting schedule included in client’s Practice Service Package (in client’s office/company office, and/or virtually via Zoom or telephone) to organize and self-review their tax documents and to provide their clients beneficial tax planning ideas and guidance.
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Review and finalize 1040 tax returns
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Be part of a team that supports one another and acts as a resource to other tax preparers within our group. Preparers manage client relationships and address clients’ inquiries or issues
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Help build our healthcare practice business by assisting in marketing and promotional efforts; Represent Earned/Schwartz & Schwartz at various networking and marketing events as needed.
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Maintain and develop ongoing relationships with personal tax clients to provide a high level of tax services to our clients.
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Respond to client inquiries in a timely and professional manner according to firm policies.
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Review, respond, and resolve IRS and state tax notices relating to client issues.
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Assist with additional tax work as delegated by partners.
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Key Requirements
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CPA or IRS Enrolled Agent designation
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Bachelor’s degree in accounting, taxation, or finance
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5-7 years of personal income tax experience with HNW clients
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Strong background in preparing individual tax returns
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Confidence managing your portfolio of tax clients
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Strong desire to work with a specific niche clientele of medical professionals and dentists and ability to learn the intricacies and specific tax related issues of these businesses/professions
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Proficient experience working with tax software. Prior experience working with UltraTax and SurePrep would be helpful
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Exceptional attention to detail and self-review
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Demonstrated ability to deliver a high level of professional client service
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Excellent interpersonal, communication and leadership skills with the ability to work directly with clients
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Desire to work in a team environment and grow with the firm
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Benefits
- An attractive total compensation package
- Employer-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 individual’s 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.