Principal Tax Advisor - Advanced Wealth Planning

About the role

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.

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.

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.

Qualifications

• A CPA or JD with extensive experience in tax planning and compliance, particularly in complex corporate and individual tax matters.
• Proven track record of success in leading tax departments and managing high-stakes engagements.
• Experience in advising on and implementing sophisticated tax strategies for high-net-worth individuals and enterprises.
• Strong interpersonal skills and ability to communicate effectively with clients, colleagues, and legal professionals.
• Ability to manage multiple projects simultaneously and meet tight deadlines.
• Passion for tax law and a commitment to staying current with legislative changes.

Skills

• Advanced knowledge of federal and state tax laws and regulations.
• Experience in corporate and individual tax planning and compliance.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a fast-paced environment.

Benefits

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.

Pay

Competitive salary commensurate with experience and qualifications.

Schedule

Hybrid work schedule with flexible hours to accommodate client needs and personal commitments.