Tax Strategy Associate for UHNW Clients

Acorn Financial Services Inc

Virginia

Sur place

USD 60 000 - 80 000

Plein temps

14 jours+

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Avantages offerts par ce poste

Flexible environment

Professional development assistance

Integrated client-focused framework

Résumé du poste

Acorn Financial Services is seeking a Junior Tax Advisor to optimize tax efficiency for investments and estate planning. You will deliver technical tax analysis as a core member of a stewardship team, collaborating with estate attorneys and investment advisors to create a unified legacy plan.

You will prepare individual and business tax returns for UHNW clients, project taxes, respond to notices, and help model tax implications of proposed strategies while maintaining precise records and meeting

Qualifications

Must have one of: EA, CPA, CPA Candidate, or JD with PTIN.
Strong precision and knowledge of the tax code required.
Willing to collaborate with estate attorneys and investment advisors.

Responsabilités

Prepare individual (1040) and business tax returns (1041, 1065, 1120S) for UHNW clients.
Prepare tax projections and advise on estimated payments with planning goals.
Respond to federal and state tax notices.
Review onboarding client tax returns to identify tax mitigation opportunities.
Support senior advisors in modeling tax implications of strategies and estate plans.
Maintain meticulous tax records for real-time client visibility.