Financial Advisor Jobs

About The Position

Requirements

• CPA, EA, or JD with valid PTIN
• 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.

Responsibilities

• 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.

Benefits

• Comprehensive benefits
• Eliminating siloed billing pressures
• Operate as a true strategic architect alongside top-tier wealth managers and estate attorneys
• Holistic approach to organizing and simplifying your goals and objectives
• Customized processes to understand all the complexities of your unique situation and how all of the pieces fit together
• Develop, implement, and review a personal action plan for growing and protecting your wealth
• Dedicated to always working in our client’s best interests
• Maintain honest, transparent, and open communication at all times
• Provide proactive, world-class service
• Consistently deliver advice that is appropriate, unbiased, and timely