Tax Advisor (EA, CPA, CPA Candidate)

Company : Acorn Financial Services

Reston, Va 20191

Job Description - Tax Advisor (EA, CPA, CPA Candidate)

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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Tax Advisor (EA, CPA, CPA Candidate)

Job Description - Tax Advisor (EA, CPA, CPA Candidate)

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