- Professional
- Optionales Büro in Hercules
About Earned Wealth
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.
What sets Earned apart is our strategic growth model. We have secured an initial $200M commitment to fuel an aggressive M&A strategy, acquiring and integrating best-in-class financial services firms to expand our capabilities and accelerate our vision. Backed by leading investors—including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital—we are rapidly scaling to redefine financial services for medical professionals.
Our technology-driven approach, supported by fiduciary experts and modern tax-smart tools, ensures clients have a clear, real-time view of their financial trajectory through our iOS app and beyond.
Join us as we build the future of financial services for doctors—faster, smarter, and at scale.
Job Summary
We are seeking a detail-oriented and experienced Accounting Manager to lead and oversee our Bookkeeping Department. This role manages a team of bookkeepers (both US based and offshore), servicing over 400 clients within various industries, with a strong focus on physicians and healthcare clients. The ideal candidate is a proactive leader with a strong accounting background, excellent problem solving skills, and proficiency in QuickBooks online for interacting with clients.
Key Responsibilities
Lead and mentor a team of bookkeepers through supervision, training, and fostering a positive and productive environment
Conduct financial reporting and analysis
Create various financial reports such as income statements, balance sheets, cash flow statements
Review all monthly financials prepared by bookkeepers for accuracy and compliance.
Perform bank reconciliations
Meticulously compare financial records with bank statements, identifying and resolving discrepancies to maintain accuracy and prevent errors
Ensure timely delivery of financial reports to clients on a monthly basis
Conduct onboarding meetings with new bookkeeping clients to understand their business needs
Customize bookkeeping workflows and assign clients to appropriate bookkeepers
Maintain high standards for accuracy, completeness, and timeliness of bookkeeping tasks
Identify and resolve financial discrepancies or errors, adapt to challenges, and proactively seek solutions to issues
Identify opportunities to enhance workflow efficiencies and client service within the bookkeeping department
Key Requirements
Bachelor’s degree in Accounting, Finance, or related field
Minimum 5+ years of experience in bookkeeping and accounting
Excellent spreadsheet skills (e.g., Microsoft Excel) to organize, manipulate, and analyze financial data, including creating formulas, tables, charts, and pivot tables
Proficient in QuickBooks
Strong understanding of GAAP and both cash and accrual basis accounting
Proven leadership or supervisory experience
Superior ethical standards, maintain honesty and transparency in all financial dealings, and protect sensitive information
Excellent organizational and time management skills
Sound problem solving and critical thinking skills
Strong communication and client service skills
Preferred Requirements
Bilingual: Proficiency in Hindi or Punjabi is a strong plus
Experience managing offshore accounting or bookkeeping teams
Prior experience working in a high-volume, high-quality client service environment
CPA or related certification is a plus
Benefits
An attractive total compensation package
Employer-sponsored health insurance (medical, dental, vision)
401k + 5% match
