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.

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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