Accounting Manager

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 investorsincluding Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capitalwe 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 doctorsfaster, 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

Bachelors 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