Client Manager

## Overview 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. ## Description **This is a hybrid role that requires 2-3 days in the office within a commutable distance.** **Compensation Transparency** **Salary:** $120,000 **Plus 10% bonus of fees collected** 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 The Client Manager is responsible for managing client relationships and delivering tax services, accounting, and bookkeeping oversight to healthcare practice clients. This role is fully client-facing, oversees a portfolio of clients, and leads a team of Senior Accountants. The ideal candidate is experienced, organized, and comfortable taking ownership of both client work and team leadership in a growing firm. Key Responsibilities - Conduct client meetings based on the meeting schedule included in client’s Practice Service Package (in client’s office/company office, remotely and by phone) to organize and review their accounting and tax documents and to provide meaningful tax and business guidance and planning. - Review and finalize entity and 1040 tax returns for practice owner clients. - Collaborate on the successful completion of various annual financial and practice management reports completed for healthcare practice clients, including our annual Overhead and Fee Analysis. - Provide guidance, set up and maintain QuickBooks software for clients, as needed. - Assist in the development and leadership of Senior Accountants and Bookkeepers; act as resource to help other Preparers manage client relationships and address clients’ inquiries or issues. - 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. - Maintain ongoing relationships with clients as needed to properly complete accounting and tax preparations and planning. - Respond to client inquiries in timely and professional manner according to firm policies. - Review, respond and resolve any IRS or state notices relating to clients. - Assist with additional tax and accounting work as delegated by partners. Key Requirements - CPA or IRS Enrolled Agent designation - Bachelor’s degree in accounting, taxation, or finance - 5-7 years of experience reviewing individual 1040 and entity tax…