Lead Tax Advisor
Lead Tax Advisor
Tax Preparation | Technical Review | Team Leadership
Location: Wilton, CT
About the Role
Trivium Point is seeking a highly experienced Lead Tax Advisor to oversee tax preparation, technical review, and day-to-day workflow for our tax practice – the role will support approximately 500 client households.
This is a hands-on position requiring extensive tax preparation experience, strong technical expertise, and the ability to lead a small team of three. The ideal candidate is an accomplished tax professional who enjoys preparing complex returns, is confident serving as the final technical reviewer, and can effectively manage competing priorities and deadlines.
As part of an integrated wealth management firm, the Lead Tax Advisor will also work directly with clients and financial advisors to provide practical tax guidance and identify planning opportunities.
Key Responsibilities
Client Tax Advisory & Planning
- Serve as a trusted tax resource for clients, providing guidance on individual and business tax matters.
- Identify proactive tax planning opportunities and collaborate with financial advisors to support clients' broader finan
