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Jobs at Acorn Financial Services, Inc. (Now Hiring) — 2 open

Acorn Financial Services, Inc. logoAcorn Financial Services, Inc.

Tax Advisor

Fairfax County, Virginia, United States · On-site

Senior

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 archit…

Skills: Tax Planning, Tax Mitigation, Federal Tax Returns, State Tax Returns, UHNW Portfolio Management

Acorn Financial Services, Inc. logoAcorn Financial Services, Inc.

Junior Tax Advisor

Fairfax County, Virginia, United States · On-site

Entry level

At Acorn Financial Services, we are systematically eliminating the silos of traditional wealth management. Your mission as a Junior Tax Advisor is to ensure that every investment and estate planning decision is optimized…

Skills: Tax Preparation, Tax Analysis, Tax Projection, Compliance, Estate Planning

Acorn Financial Services, Inc. logo

Tax Advisor

Acorn Financial Services, Inc.

Fairfax County, Virginia, United States • On-site

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Senior

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  • Full-time
  • professional certificate, postgraduate degree
  • Comprehensive Benefits
  • Posted 15d ago
  • ~40 hrs/week

Responsibilities

Lead strategic tax planning and architect long-term mitigation strategies for ultra-high-net-worth clients. Prepare complex federal and state tax returns while collaborating with estate attorneys and wealth managers.

Requirements

Must hold a CPA, EA, or JD credential with a valid PTIN. Requires the ability to design sophisticated tax strategies and mentor junior staff in a high-performance environment.

Full 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.

Related keywords

CPAEAJDPTIN1040104110651120SUHNWTax MitigationLiquidity EventsBusiness TransitionsMulti-generational TransfersFiduciary DutyTax LawWealth Management

About Acorn Financial Services, Inc.

LinkedInVisit site

Acorn Financial Services assists individuals and businesses in GROWING and PROTECTING their wealth.

Industry
Financial Services
Company size
51-200 employees
Founded
1984
Headquarters
Livingston, NJ
LinkedIn followers
279

Acorn Financial Services is a thriving financial services firm that, through its associates, lives and breathes a passion for helping others. The firm’s focus has always been on the financial and personal well-being of its clients achieved through our dedicated, knowledgeable and experienced team of financial professionals. We appreciate that each of our clients has a variety of unique needs, and our goal is to help meet those needs in a way that is equally unique. As you look to the future, you can be confident that Acorn Financial Services will share your vision and help you reach your unique financial goals. The firm proudly serves clients in all 50 states. Acorn Financial is headquartered in Livingston, NJ and has several affiliated offices throughout the tri-state area. Please see website for important disclosures.

Offices: 290 West Mount Pleasant Ave, Suite 2300, Livingston, NJ 07039, US

Wealth ManagementInsurance ProtectionFinancial PlanningBusiness Continuity & SuccessionInsurance Analysis & PlanningEmployee BenefitsExecutive BenefitsEducation Planning & FundingEstate PlanningAnnuities
View all jobs at Acorn Financial Services, Inc.

About Acorn Financial Services, Inc.

LinkedInVisit site

Acorn Financial Services assists individuals and businesses in GROWING and PROTECTING their wealth.

Industry
Financial Services
Company size
51-200 employees
Founded
1984
Headquarters
Livingston, NJ
LinkedIn followers
279

Acorn Financial Services is a thriving financial services firm that, through its associates, lives and breathes a passion for helping others. The firm’s focus has always been on the financial and personal well-being of its clients achieved through our dedicated, knowledgeable and experienced team of financial professionals. We appreciate that each of our clients has a variety of unique needs, and our goal is to help meet those needs in a way that is equally unique. As you look to the future, you can be confident that Acorn Financial Services will share your vision and help you reach your unique financial goals. The firm proudly serves clients in all 50 states. Acorn Financial is headquartered in Livingston, NJ and has several affiliated offices throughout the tri-state area. Please see website for important disclosures.

Offices: 290 West Mount Pleasant Ave, Suite 2300, Livingston, NJ 07039, US

Wealth ManagementInsurance ProtectionFinancial PlanningBusiness Continuity & SuccessionInsurance Analysis & PlanningEmployee BenefitsExecutive BenefitsEducation Planning & FundingEstate PlanningAnnuities
View all jobs at Acorn Financial Services, Inc.

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