Job Description
Staff Accountant
EARNED - 3.0
Woburn, MA Job Details Full-time $34 - $36 an hour 5 hours ago Benefits Health insurance Dental insurance 401(k) 5% Match Vision insurance 401(k) matching Qualifications Client relationship development Bachelor's degree Relationship management Full Job Description This is a hybrid working environment and requires at least 3 days onsite. Compensation Transparency Hourly Range:
$34.00 - $36.00 Bonus eligible 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. Job Summary & Key Responsibilities The primary responsibility of this position is to assist in providing accounting and tax preparation services to entity client base. The tasks to accomplish this role include: Assist and/or Prepare Tax Forms, Returns and Reports including: Tax Projections Executive Summaries Entity Tax Returns or Schedule Cs 1040 Personal Tax Return for Entity Owners Form 2553s Financial Due Diligence, Financial Modelling and Valuation Overhead Analysis and Other Practice Management Reports 5500 Census & Return Personal Property Tax Returns Use Tax Filings 1099 Reviews QuickBooks:
Setup QuickBooks for Clients Train Clients on QuickBooks Standardize Chart of Accounts Upload & Restore QuickBooks Pre-Client Meetings:
Update Client QuickBooks Post Entries Attend Client Meetings:
Attend client meetings with manager. Post-Client Meetings Distribute Information from Client to S&S. Follow-up to receive needed information from clients & prepare reports as necessary Additional tax, audit, financial, and accounting projects as delegated by manager. Key Requirements Candidate for IRS Enrolled Agent or CPA Bachelor's degree in accounting, Taxation, or Finance Exceptional attention to detail Ability to work independently is a necessity Demonstrated ability to deliver prompt, exceptional and professional client service 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. 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.
