Junior Tax Advisor
Acorn Financial Services · Reston, VA · 1 mo ago
On-siteAccountingFull-time
What You Will Do
- 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.
How We Measure Success
- Maintain a near-zero error rate in tax return preparation, projections and preliminary strategy reviews.
- Successfully deliver tax-optimized insights for assigned client accounts.
- Measurably increase the capacity of Senior Tax Advisors by saving them hours per week through offloading technical modeling and documentation tasks.
What We Offer
- A professional environment with flexibility and professional development assistance.
- An integrated framework that removes traditional, siloed billing pressures, allowing you to focus entirely on client outcomes and technical mastery.