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.
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