Principal Tax Advisor - Advanced Wealth Planning

Acorn Financial Services; Reston (VA); On-site; USD 210,000 - 320,000; Full time

Benefits offered by this job

Hybrid flexibility

Comprehensive healthcare

Job summary

Acorn Financial Services seeks a Principal Tax Advisor to lead the tax authority for UHNW clients and enterprise owners, designing long-term mitigation across pre-sale transitions, equity compensation, and multi-generational wealth transfers. You will build scalable, tech-enabled tax-review systems and mentor the advisory team to deliver best-in-class outcomes.

This role demands rigorous precision, ownership of complex entity structures, and collaborative leadership as part of a high-caliber,

Qualifications

• Ability to design long-term tax mitigation strategies that adapt to changes in federal and state law.
• High standard of precision and excellence in work.
• Ownership of complex entity structures and cross-team leadership.
• Directly address tax-inefficient investments or trust structures.
• Leverage fiduciary duty and deep technical expertise to guide the team.
• Collaborative mindset; thrive in interdisciplinary environments.

Responsibilities

• Design and execute sophisticated tax-mitigation strategies for large liquidity events and complex structuring.
• Act as definitive tax authority in joint meetings with wealth managers and estate attorneys.
• Lead acquisition efforts by presenting high-alpha tax strategies to UHNW families and enterprise owners.
• Mentor staff and implement scalable, tech-enabled tax-review systems.
• Generate and retain departmental revenue and tax alpha.
• Maintain UHNW client satisfaction and retention above 98%.
• Implement scalable workflows to double the department's bandwidth within 18 months.

Skills

Tax strategy

Entity structures

Leadership

Tax mitigation

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.