Principal Tax Advisor - Advanced Wealth Planning

Job Description

Job Description

At Acorn Financial Services, we are systematically eliminating the silos of traditional wealth management. Your mission as a Principal Tax Advisor is to serve as the ultimate tax authority for our ultra-high-net-worth (UHNW) clients and enterprise business owners. You will lead a department that proactively engineers dynamic systems to mitigate tax friction across pre-sale business transitions, complex equity compensation, and multi-generational wealth transfers, ensuring our clients’ legacies are permanently protected. 

Who You Are

• You build with the long game in mind: You engineer 10 and 20 year tax mitigation strategies that adapt seamlessly as federal and state legislative landscapes shift, focusing on fundamentals that compound over decades. 
• You hold an uncompromising standard of precision: Excellence isn't optional.
• You take ownership of complex entity structures and set a standard of performance that pulls the entire advisory team forward. 
• You lead with sincere candor: When a proposed investment or trust structure is tax-inefficient, you address it directly.
• You leverage your fiduciary duty and supreme technical expertise to guide the team toward the optimal outcome. 
• You win together: You naturally reject siloed work and thrive in joint strategic environments, sharing credit and playing to win as one cohesive interdisciplinary team.  

What You Will Do 

• Design and execute highly sophisticated tax-mitigation strategies tailored for massive liquidity events, advanced corporate structuring, and post-liquidity wealth preservation.
• Serve as the definitive tax authority during joint strategic meetings with Acorn’s principal wealth managers and estate attorneys to ensure plan alignment.
• Actively participate in the acquisition of UHNW clients by presenting compelling, high-alpha tax strategies to prospective families and large enterprise owners.
• Mentor senior and junior staff, implementing scalable, tech-enabled tax-review systems that multiply the firm's capacity to service high-AUM clients.
• How We Measure Success
• Generate and retain sufficient departmental revenue and firm-wide "tax alpha".
• Maintain exceptional satisfaction scores and a UHNW client retention rate exceeding 98%.
• Successfully implement scalable workflows that double the tax department's operational bandwidth within the first 18 months.

What We Offer
We offer a true principal-level ecosystem featuring hybrid flexibility, comprehensive healthcare, and elite interdisciplinary resources. By eliminating traditional accounting firm billable-hour pressures, we empower you to focus entirely on proactive client outcomes, enterprise growth, and unparalleled technical mastery.