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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. In this role, you are expected to have a calm, ambitious drive that consistently elevates standards, embrace complexity as an opportunity for growth and refinement, prioritize human understanding alongside technical excellence, simplify complexity into clear, actionable steps for clients and colleagues, and cultivate a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies.
Responsibilities
- Prepare and file individual and business tax returns (including 1040, 1120, 1065, 990, etc.)
- Gather and organize client financial information, such as income statements, balance sheets, and supporting documentation.
- Research and interpret tax laws and regulations.
- Identify and resolve tax issues and discrepancies.
- Advise clients on tax planning strategies and opportunities for tax savings.
- Maintain accurate and up-to-date records of all tax-related activities.
- Respond to client inquiries regarding tax matters in a professional and timely manner.
- Stay current on all relevant tax laws and regulations through continuing education and professional development.
- Assist with tax audits and represent clients before tax authorities as needed.
- Perform other duties as assigned.
Requirements
- 2-4 years of experience in tax preparation.
- Strong knowledge of federal, state, and local tax laws and regulations.
- Ability to work independently and as part of a team.
- Strong work ethic and ability to meet deadlines.
- Ideally, exposure to the wealth management industry.
Skills
- Proficiency in tax software (Onvio, Ultratax)
- Salesforce is a plus.
- Excellent analytical, problem-solving, and organizational skills.
- Excellent customer relations and communication skills.
Location
- White Plains, New York
- Wilton, Connecticut
Work Type
- Hybrid
Experience Level
- 2-4 years
Education Level
- Bachelor's degree in Accounting, Finance, or a related field preferred.
- Enrolled Agent (EA), Certified Public Accountant (CPA), or other relevant professional certification preferred.
Salary/Compensations
- $80,000–$110,000
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
- Complimentary Daily lunch (Wilton, CT office)
About the Company
- Trivium Point produces clear decisions, simplifies complexity, and delivers a sophisticated yet accessible client experience.