Tax Advisor

Acorn Financial Services Inc; Virginia; On-site; USD 140,000 - 200,000; Full time

Job summary

Acorn Financial Services Inc. seeks a Tax Advisor to lead tax planning for ultra-high-net-worth portfolios, guiding complex decisions and mitigating taxes across portfolios and transitions.

You will architect proactive systems, mentor junior staff, and collaborate with estate attorneys and wealth managers to protect client legacies from tax friction and inflation. You will design sophisticated tax-mitigation strategies, stay current on federal and state shifts, and ensure alignment of plans with

Qualifications

• CPA, Enrolled Agent (EA), or JD with valid PTIN required.
• Expertise in tax planning for ultra-high-net-worth portfolios.
• Lead with proactive tax strategy and cross-functional collaboration.

Responsibilities

• Prepare Federal and State tax returns for UHNW clients and entities (1040s, 1041s, 1065s, 1120S).
• Design sophisticated tax-mitigation strategies for liquidity events and business sales.
• Serve as tax authority in meetings with estate attorneys and wealth managers.
• Stay ahead of federal/state tax law shifts and update firm-wide strategies.
• Review junior team outputs and ensure high-performance deliverables.

Skills

Long-term tax strategy

Proactive communication

Fiduciary leadership

Mentorship

Education

CPA

EA

JD with PTIN

Job description

Job Description

Acorn Financial Services manages over $1.4B in assets for high-net-worth individuals who require sophisticated oversight. As a Tax Advisor, your mission is to serve as the strategic lead for tax planning. You will architect proactive systems to mitigate taxes across complex portfolios, business transitions, and multi-generational transfers, ensuring our clients’ legacies are protected against tax friction and inflation.

Who You Are

• You build with the long game in mind: You don't just look at this year’s return; you architect 10 and 20 year tax strategies that adapt as the legislative landscape shifts.
• You are a master of proactive communication: You anticipate tax liabilities before they occur and guide clients through complex decisions with clarity and authority.
• You lead with sincere candor: When a proposed investment or legal strategy is tax-inefficient, you address it directly, leveraging your fiduciary duty to guide the team toward the optimal outcome.
• You raise the bar for everyone: You naturally mentor junior staff and educate the broader firm on evolving tax laws to elevate the collective technical competence of Acorn.
• Required Credential(s): CPA, EA, or JD with valid PTIN

What You Will Do

• Prepare Federal and State tax returns for UHNW clients (1040s) and their respective entities (1041s, 1065s, 1120S).
• Design sophisticated tax-mitigation strategies for UHNW clients, including those navigating liquidity events or business sales.
• Serve as the definitive tax authority in joint meetings with estate attorneys and wealth managers to ensure plan alignment.
• Stay at the forefront of federal and state tax law shifts, proactively updating firm-wide strategies to protect client assets.
• Review and refine the tax returns and strategies executed by the junior team, ensuring all deliverables meet Acorn's high-performance standards.

How We Measure Success

• Measurably reduce the aggregate tax liability across your assigned cases through proactive architectural planning.
• Maintain exceptional satisfaction scores and retention rates by simplifying complex tax concepts into actionable results.
• Successfully conduct tax-reviews that increase the department's ability to service high-AUM clients without a linear increase in headcount.

What We Offer

We offer a highly competitive ecosystem featuring comprehensive benefits. By eliminating siloed billing pressures, we empower you to operate as a true strategic architect alongside top-tier wealth managers and estate attorneys.