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. 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. Our offering is differentiated, superior and creates deep connections with our clients.

What further 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.

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