Tax Advisor (EA, CPA, CPA Candidate)
Full Time • Reston
Fast-paced financial advisory firm seeking a tax planning advisor. Primary duties include tax planning and the annual preparation of various federal, state, local, and foreign income tax returns and tax estimates for a variety of taxpayers.
Requirements
- 4+ years of tax preparation experience
- 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
- Demonstrate
Duties and Responsibilities include:
- 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
Desired Skills:
- 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
As a comprehensive planning firm, Acorn Financial takes a holistic approach to organizing and simplifying your goals and objectives. Our customized processes help us to understand all the complexities of your unique situation and how all of the pieces fit together.
We work closely with you to develop, implement, and review a personal action plan for growing and protecting your wealth. Above all else, we are dedicated to always working in our client’s best interests and we are committed to the following core principles –
- Maintain honest, transparent, and open communication at all times
- Provide proactive, world-class service
- Consistently deliver advice that is appropriate, unbiased, and timely
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