Tax Advisor

Acorn Financial Services Inc • Reston, VA

4d

About The Position

Acorn Financial Services manages over $1.4B in assets for high-net-worth individuals who require sophisticated oversight. As a Tax Advisor, your mission is to serve as the strategic lead for tax planning. You will architect proactive systems to mitigate taxes across complex portfolios, business transitions, and multi-generational transfers, ensuring our clients’ legacies are protected against tax friction and inflation.

Requirements

• CPA, EA, or JD with valid PTIN
• Ability to architect 10 and 20 year tax strategies that adapt as the legislative landscape shifts.
• Master of proactive communication: anticipate tax liabilities before they occur and guide clients through complex decisions with clarity and authority.
• Ability to lead with sincere candor: When a proposed investment or legal strategy is tax-inefficient, address it directly, leveraging your fiduciary duty to guide the team toward the optimal outcome.
• Ability to mentor junior staff and educate the broader firm on evolving tax laws to elevate the collective technical competence of Acorn.

Responsibilities

• Prepare Federal and State tax returns for UHNW clients (1040s) and their respective entities (1041s, 1065s, 1120S).
• Design sophisticated tax-mitigation strategies for UHNW clients, including those navigating liquidity events or business sales.
• Serve as the definitive tax authority in joint meetings with estate attorneys and wealth managers to ensure plan alignment.
• Stay at the forefront of federal and state tax law shifts, proactively updating firm-wide strategies to protect client assets.
• Review and refine the tax returns and strategies executed by the junior team, ensuring all deliverables meet Acorn's high-performance standards.

Benefits

• Comprehensive benefits
• Eliminating siloed billing pressures
• Empowerment to operate as a true strategic architect alongside top-tier wealth managers and estate attorneys.

What This Job Offers

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