Junior Tax Advisor: UHNW Tax Strategy & Planning

Acorn Financial Services; Reston (VA); Sur place; USD 55 000 - 70 000; Plein temps

Résumé du poste

Acorn Financial Services seeks a Junior Tax Advisor to optimize tax efficiency for clients, providing technical tax analysis within an integrated stewardship team. The role emphasizes precision, collaboration with estate attorneys and investment advisors, and mentorship from senior strategists.

You will handle individual and business returns, projections, and tax notices, supporting the team with detailed modeling and documentation to maintain a compliant and proactive tax practice.

Qualifications

• Must hold one of the credentials: EA, CPA, CPA Candidate or JD with valid PTIN.

Responsabilités

• Prepare individual (1040) and business tax returns (1041, 1065, 1120S) for UHNW clients.
• Prepare tax projections and advise on estimated payments in conjunction with financial planning goals.
• Respond to federal and state tax notices.
• Perform detailed reviews of onboarding client tax returns to identify tax mitigation opportunities.
• Support senior advisors in modeling the tax implications of proposed investment strategies and estate plan structures.
• Maintain meticulous tax records, ensuring the advisory team has real-time visibility into the client's tax landscape.

Connaissances

Attention to detail

Collaborative mindset

Structured execution

Mentorship mindset

Formation

EA

CPA

CPA Candidate

JD with PTIN

Description du poste

Acorn Financial Services seeks a Junior Tax Advisor to optimize tax efficiency for clients, providing technical tax analysis within an integrated stewardship team. The role emphasizes precision, collaboration with estate attorneys and investment advisors, and mentorship from senior strategists.

You will handle individual and business returns, projections, and tax notices, supporting the team with detailed modeling and documentation to maintain a compliant and proactive tax practice.