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Senior Estate Planning Attorney

Acorn Financial Services Inc · Reston, VA · Integrated stewardship and wealth advisory team

Employment type

Full-time

Work setting

On-site

Location

Reston, VA

Schedule

Day shift

Posted

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Job overview

The Senior Estate Planning Attorney role is onsite in Reston, VA. Compensation is not specified. The attorney serves as a senior legal authority within Acorn Financial Services’ integrated stewardship team, supporting complex wealth-transfer planning for high-net-worth clients. The role designs and implements sophisticated estate plans, provides authoritative review of complex legal strategies, and advises clients and internal teams on tax, succession, and asset-protection considerations. It contributes to the firm’s goal of protecting client assets across generations while strengthening the legal and advisory team’s capabilities.

What you'll do

  • Design and implement complex multi-generational estate plans, family-business succession plans, charitable plans, and asset-protection strategies
  • advise executives and business owners on equity compensation, liquidity events, and business sales
  • review and refine legal strategies prepared by junior attorneys and paralegals
  • provide final review of complex irrevocable trusts and tax-mitigation structures
  • collaborate with managing partners, wealth advisors, and in-house CPAs
  • monitor tax-law changes and educate the advisory firm.

What we're looking for

Skills & competencies
senior estate planning attorney
reston va
acorn financial services
estate planning
trusts
gift tax law
wealth transfer
family business succession
asset protection
high-net-worth clients
legal leadership
fiduciary oversight
Work arrangement
  • Weekend coverage required

Benefits & perks

  • The posting describes an elite compensation and benefits package without specifying individual benefits.

Why this role

The posting describes a highly visible leadership role at a fiduciary firm managing more than $1.4 billion in assets, with an elite compensation and benefits package but no numeric pay details.

About the employer

Acorn Financial Services Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.

Additional details

Industry sector
52
Industry
Portfolio Management and Investment Advice
Occupation code
23-1011.00
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