Lead Tax Advisor

Trivium Point•Wilton, CT

17h

About The Position

Trivium Point is seeking an experienced Lead Tax Advisor to oversee tax preparation, technical review, and day-to-day workflow for a tax practice supporting approximately 500 client households. This hands-on role leads a three-person tax team while remaining actively involved in complex tax preparation and final technical review. The Lead Tax Advisor works directly with clients and financial advisors as part of an integrated wealth management firm. The role provides practical guidance on individual and business tax matters, identifies planning opportunities, and advises clients on tax implications of investments, retirement, business transactions, and estate planning. The position offers ownership of an established tax practice, responsibility for team and workflow leadership, and close involvement in technical work and client service.

Requirements

At least 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 providing tax advice and explaining 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.

Nice To Haves

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.

Responsibilities

Serve as a trusted tax resource for clients on individual and business tax matters.
Identify proactive tax planning opportunities and collaborate with financial advisors on clients’ broader financial objectives.
Advise clients on tax implications of investments, retirement, business transactions, and estate planning.
Explain complex tax matters clearly and provide practical recommendations.
Prepare complex federal and state individual, trust, partnership, and corporate income tax returns.
Serve as the final technical reviewer for team-prepared returns, 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.
Stay current on federal and state tax legislation and apply relevant changes to client situations.
Provide day-to-day oversight and technical guidance to a three-person tax team.
Manage preparation workflow by assigning work, monitoring progress, and ensuring filing deadlines are met.
Balance personal 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, provide technical support, and reinforce best practices.
Improve preparation, review, and documentation processes to support efficiency and consistency.
Coordinate with firm leadership on staffing, workload, and operational priorities.