Senior Estate Planning Architect for Legacy Wealth

Acorn Financial Services; Reston (VA); On-site; USD 250,000 - 350,000; Full time

Benefits offered by this job

Elite compensation package

Leadership role in fiduciary firm

$1.4B+ AUM

Job summary

Acorn Financial Services in Reston, VA seeks a Senior Estate Planning Attorney to serve as the definitive legal authority within our integrated stewardship team. You will design and oversee sophisticated multi-generational wealth plans for ultra-high-net-worth clients, guiding liquidity events and complex transfers.

You will mentor junior attorneys and staff, collaborate with wealth advisors and CPAs, and stay ahead of tax law shifts to deliver legally sound, tax-efficient strategies that

Qualifications

• 15+ years navigating estate, trust, and gift tax law.

Responsibilities

• Design and implement sophisticated estate plans for multi-generational wealth and business owners.
• Guide executives and owners through liquidity events and complex wealth transfers.

Skills

Estate planning

Mentorship

Client relationship building

Tax law knowledge

Job description

Acorn Financial Services in Reston, VA seeks a Senior Estate Planning Attorney to serve as the definitive legal authority within our integrated stewardship team. You will design and oversee sophisticated multi-generational wealth plans for ultra-high-net-worth clients, guiding liquidity events and complex transfers.

You will mentor junior attorneys and staff, collaborate with wealth advisors and CPAs, and stay ahead of tax law shifts to deliver legally sound, tax-efficient strategies that