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Tax Strategy Associate UHNW Clients

Job in Leesburg, Loudoun County, Virginia, 20175, USA
Listing for: Acorn Financial Services Inc
Full Time position Listed on 2026-11-09
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR

Job Description & How to Apply Below

Position: Tax Strategy Associate for UHNW Clients

Acorn Financial Services is seeking a Junior Tax Advisor to optimize tax efficiency for investments and estate planning. You will deliver technical tax analysis as a core member of a stewardship team, collaborating with estate attorneys and investment advisors to create a unified legacy plan.

You will prepare individual and business tax returns for UHNW clients, project taxes, respond to notices, and help model tax implications of proposed strategies while maintaining precise records and meeting

The following opening is for a Tax Strategy Associate for UHNW Clients with Acorn Financial Services Inc.

We invite applications for the Tax Strategy Associate for UHNW Clients position located in VA, United States.

The following role is for a Tax Strategy Associate for UHNW Clients with Acorn Financial Services Inc.

Our team is growing, and we are hiring a Tax Strategy Associate for UHNW Clients in VA, United States.

Position Requirements

10+ Years work experience
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