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 financial objectives.
• Advise clients on tax implications of significant financial decisions, including investments, retirement, business transactions, and estate planning.
• Communicate complex tax matters clearly and provide practical recommendations.

Tax Preparation & Technical Review

• Prepare complex federal and state individual, trust, partnership, and corporate income tax returns.
• Serve as the final technical reviewer for returns prepared by the team, ensuring accuracy, completeness, and compliance.
• Research and resolve complex tax issues, including multistate taxation and sophisticated individual and business tax matters.
• Review supporting documentation, calculations, and workpapers to maintain consistently high standards.
• Stay current on federal and state tax legislation and apply relevant changes to client situations.

Workflow & Team Leadership

• Provide day-to-day oversight and technical guidance to a three-person tax team.
• Manage the tax preparation workflow, including assigning work, monitoring progress, and ensuring filing deadlines are met.
• Balance personal tax preparation and review responsibilities with team supervision and client needs.
• Identify and resolve workflow bottlenecks, particularly during peak filing periods.
• Mentor and develop team members, providing technical support and reinforcing best practices.
• Improve preparation, review, and documentation processes to support efficiency and consistency.
• Coordinate with firm leadership on staffing, workload, and operational priorities.

Qualifications

Required

• Minimum of 10 years of substantial, hands-on experience preparing federal and state income tax returns, including complex individual and business returns.
• Extensive technical knowledge of individual, partnership, corporate, and trust taxation.
• Significant experience reviewing complex tax returns and serving as a final technical reviewer.
• Demonstrated ability to manage tax preparation workflow, competing deadlines, and a high volume of returns.
• Experience leading, supervising, or mentoring tax preparation staff.
• Strong client-facing experience, including the ability to provide tax advice and explain complex tax matters.
• Excellent attention to detail, organizational skills, and professional judgment.
• Ability and willingness to remain actively involved in tax preparation while overseeing the team.

Preferred

• CPA or Enrolled Agent (EA) designation.
• Experience supporting high-net-worth individuals, business owners, and families with complex tax situations.
• Experience working within a wealth management firm, RIA, or integrated financial services environment.
• Familiarity with tax preparation and workflow management software.

What Success Looks Like

• Tax returns are prepared accurately, reviewed thoroughly, and filed on time.
• The Lead Tax Advisor remains actively engaged in complex tax preparation and serves as a dependable technical resource for the team.
• The three-person team operates efficiently, with clear priorities, balanced workloads, and consistent preparation standards.
• Clients receive responsive, knowledgeable tax advice and proactive planning support.
• Tax preparation processes are well organized, scalable, and continuously improved.
• Financial advisors have a trusted tax partner who can help address complex client needs.

Why Join Trivium Point ?

At Trivium Point , tax planning is an important part of the comprehensive financial guidance we provide to our clients. Our integrated approach brings together wealth management, tax, and other advisory services to deliver thoughtful, coordinated solutions.

This role offers the opportunity to take ownership of an established tax practice, work directly with clients, and lead a small team while remaining closely involved in the technical work.

We're looking for an experienced tax professional who takes pride in their work, enjoys developing others, and wants to make a meaningful contribution to both our clients and our firm.