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About the Role

Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward. All Trivium Point team members are guardians of the firm’s story.

Responsibilities

• Provide comprehensive bookkeeping and accounting support to clients.
• Serve as a key member of the Accounting and Tax Services team.
• Ensure client financial records are accurate, current, and organized.
• Maintain day-to-day accounting records.
• Perform account reconciliations.
• Prepare financial reports.
• Support tax planning and preparation efforts.
• Ensure financial information is timely, accurate, and readily available for decision-making and compliance purposes.

Requirements

• Demonstrated experience managing full cycle bookkeeping functions.
• Strong technical bookkeeping skills.
• Proactive approach to problem-solving.
• Commitment to providing exceptional client service.
• Strong knowledge of bookkeeping principles, accounting procedures, and financial reporting.
• Experience managing full-cycle bookkeeping, including accounts payable, accounts receivable, and general ledger maintenance.
• Ability to prepare and post journal entries accurately and timely.
• Experience performing bank, credit card, and account reconciliations.
• Understanding of month-end and year-end close processes.
• Knowledge of payroll processing and related tax requirements.
• Experience maintaining accurate financial records and supporting audit requests.
• Ability to prepare financial reports, account summaries, and supporting schedules.
• Strong analytical skills with the ability to identify discrepancies, investigate variances, and resolve issues.
• Experience tracking budgets, expenses, and cash flow activity.
• Ability to maintain data integrity and ensure accuracy across financial systems.
• Proficiency with accounting and bookkeeping software.
• Microsoft Excel skills.
• Experience utilizing technology to improve efficiency and streamline processes.
• Ability to learn and adapt to new financial systems and platforms.
• Exceptional attention to detail and commitment to accuracy.
• Strong organizational and time-management skills.
• Ability to manage multiple priorities while meeting deadlines.
• Consistent follow-through on recurring financial processes and reporting requirements.

Skills

• Bookkeeping
• Accounting
• Financial Reporting
• Accounts Payable
• Accounts Receivable
• General Ledger Maintenance
• Journal Entries
• Account Reconciliation
• Month-end Close
• Year-end Close
• Payroll Processing
• Tax Requirements
• Audit Support
• Financial Analysis
• Budget Tracking
• Expense Tracking
• Cash Flow Activity
• Data Integrity
• Accounting Software
• Bookkeeping Software
• Microsoft Excel
• Process Improvement
• Time Management
• Attention to Detail

Location

• White Plains, New York
• Wilton, Connecticut

Work Type

• Hybrid

Experience Level

• 5+ years

Salary/Compensations

• $80,000–$90,000

Benefits

• Comprehensive benefits program
• Professional development and continuing education opportunities
• Collaborative and team-oriented work environment
• Opportunity to work closely with wealth management, tax, and accounting professionals serving high-net-worth individuals and business owners
• Gym Access

About the Company

• Trivium Point produces clear decisions, simplifies complexity, and delivers a sophisticated yet accessible client experience.