Junior Tax Advisor

About the Role

At Acorn Financial Services, the Junior Tax Advisor's mission is to ensure 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.

Key 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.

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.

Qualifications

• Must have one of the following credentials: EA, CPA, CPA Candidate or JD with valid PTIN.
• Uncompromising standard of precision, sweating the details of the tax code to ensure accuracy.
• Values collaboration over ego, thriving when coordinating with estate attorneys and investment advisors.
• Grows through feedback and challenge, viewing complex tax scenarios as opportunities for professional mastery.
• Thrives in disciplined execution, bringing relentless structure to tax season and ongoing planning.

What We Offer

• A professional environment with flexibility and professional development assistance.
• An integrated framework that removes traditional, siloed billing pressures.