Junior Tax Advisor

Acorn Financial Services Inc • Reston, VA

4d

About The Position

At Acorn Financial Services, we are systematically eliminating the silos of traditional wealth management. Your mission as a Junior Tax Advisor is to ensure that every investment and estate planning decision is optimized for tax efficiency. You will provide the technical tax analysis required to protect our clients' assets from unnecessary liabilities, working as a core member of an integrated stewardship team.

Requirements

• Must have one of the following credentials: EA, CPA, CPA Candidate or JD with valid PTIN
• Uncompromising standard of precision and attention to detail in tax code.
• Value collaboration and ability to coordinate with estate attorneys and investment advisors.
• Ability to grow through feedback and challenge, viewing complex tax scenarios as opportunities for professional mastery.
• Thrive in disciplined execution, bringing structure to tax season and ongoing planning to meet deadlines.

Nice To Haves

• Experience in tax strategy and analysis.
• Mentorship from senior strategists.

Responsibilities

• 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.

Benefits

• Flexibility
• Professional development assistance
• Integrated framework that removes traditional, siloed billing pressures
• Focus on client outcomes and technical mastery

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed