Principal Tax Advisor - Advanced Wealth Planning

Acorn Financial Services•Reston, VA

2d•Hybrid

About The Position

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.

Requirements

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.

Responsibilities

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.