Acorn Financial Services · 2 months ago
Tax Advisor (EA, CPA, CPA Candidate)
Reston, VA
Full-time
Onsite
Mid Level
4+ years expAcorn Financial Services is a fast-paced financial advisory firm seeking a tax planning advisor. The primary responsibilities include tax planning and the preparation of various federal, state, local, and foreign income tax returns for a variety of taxpayers.
AdviceFinancial ServicesWealth Management
Responsibilities
Prepare Federal and State tax returns for individuals
Prepare Federal and State tax returns for C Corp, S Corp, Partnerships and Trusts
Help advise high-net worth clients on a full spectrum of financial, tax and estate planning services
Prepare tax projections, estimated payments and other necessary tax planning in conjunction with financial planning goals
Gather information, research and respond to tax notices
Bookkeeping, accounting and administrative responsibilities
Review and analyze general ledgers and financial statements
Work closely with clients to deliver timely and accurate financial and tax data
Prepare and file various local compliance reporting as necessary
Qualification
Required
4+ years of tax preparation experience
Ability to work independently and communicate with reviewer and clients efficiently and effectively regarding discrepancies and misinformation
Excellent problem solving skills including ability to research, comprehend tax regulations and tax issues, and apply to client situations
Proactively communicate with clients and staff to build trust and foster meaningful relationships
Candidate must be a self-starter who is motivated, analytical, organized, team oriented, and able to handle multiple projects and deadlines in a fast-paced environment
Technical knowledge and understanding of current tax laws
Preferred
Preference for someone with proven ability to perform tax return preparation using Intuit ProConnect or similar tax software
Preference for someone with QuickBooks Online and Microsoft Office proficiency
Company
Acorn Financial Services
Welcome to Acorn Financial Services For nearly three decades Acorn Financial Services has served successful individuals, and small business owners across the United States.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Danny Williams
Partner, Senior Private Wealth Consultant
James Gambaccini
Managing Partner, Financial Planner
Company data provided by crunchbase