Tax Advisor
On-siteReston, Virginia, United States
Job Summary
Prepare Federal and State tax returns for UHNW clients and their entities, including 1040s, 1041s, 1065s, and 1120S. Design sophisticated tax-mitigation strategies for clients 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. Architect 10 and 20 year tax strategies that adapt as the legislative landscape shifts.
Required Qualifications
- CPA, EA, or JD with valid PTIN
Desired Qualifications
- You build with the long game in mind: You don't just look at this year's return; you architect 10 and 20 year tax strategies that adapt as the legislative landscape shifts.
- You are a master of proactive communication: You anticipate tax liabilities before they occur and guide clients through complex decisions with clarity and authority.
- You lead with sincere candor: When a proposed investment or legal strategy is tax-inefficient, you address it directly, leveraging your fiduciary duty to guide the team toward the optimal outcome.
- You raise the bar for everyone: You naturally mentor junior staff and educate the broader firm on evolving tax laws to elevate the collective technical competence of Acorn.
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