Junior Tax Advisor — Tax Strategy for UHNW Planning

Acorn Financial Services; Reston (VA); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Professional development assistance

Flexible work environment

Job summary

Acorn Financial Services is seeking a Junior Tax Advisor to optimize tax efficiency for our clients. You will deliver precise tax analysis, prepare returns, projections, and respond to notices, while collaborating with estate attorneys and investment advisors.

You will work within a stewardship team to ensure compliance and strategic deadlines are met, bringing a disciplined approach to tax season and ongoing planning. This role emphasizes mentorship and professional growth.

Qualifications

• Precise tax analysis and compliance.
• Cross-functional collaboration with attorneys and advisors.
• Willingness to mentor junior staff and learn from seniors.
• Structured, deadline-driven approach to tax planning and filings.
• Must hold one of the specified credentials: EA, CPA, CPA Candidate or JD with valid PTIN.
• UHNW tax returns experience is a plus.

Responsibilities

• Prepare 1040 and business returns (1041, 1065, 1120S) for UHNW clients.
• Prepare tax projections and advise on estimated payments.
• Respond to federal and state tax notices.
• Review onboarding returns to identify tax mitigation opportunities.
• Model tax implications of investment strategies and estate plans.
• Maintain meticulous tax records for real-time visibility.

Skills

Tax precision

Collaboration

Mentorship

Execution discipline

Education

EA

CPA

CPA Candidate

JD with PTIN

Job description

Acorn Financial Services is seeking a Junior Tax Advisor to optimize tax efficiency for our clients. You will deliver precise tax analysis, prepare returns, projections, and respond to notices, while collaborating with estate attorneys and investment advisors.

You will work within a stewardship team to ensure compliance and strategic deadlines are met, bringing a disciplined approach to tax season and ongoing planning. This role emphasizes mentorship and professional growth.