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Hybrid Tax Advisor Wealth Management

Job in Meriden, New Haven County, Connecticut, 06451, USA
Listing for: Trivium Point Advisory LLC
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR
Job Description & How to Apply Below
Position: Hybrid Tax Advisor for Wealth Management Growth

Trivium Point Advisory LLC is seeking a detail-oriented Tax Preparer to prepare and file accurate individual and business returns, gather financial data, and advise on tax planning strategies. You will interpret federal, state, and local laws and stay current through CE.

The role is hybrid with four days in the office, based in Wilton, CT or White Plains, NY, and offers a competitive salary range.

As a Hybrid Tax Advisor for Wealth Management Growth, you will play an important part at Trivium Point Advisory LLC in CT, United States.

We appreciate your interest in this position.

Join Trivium Point Advisory LLC and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Hybrid Tax Advisor for Wealth Management Growth role at Trivium Point Advisory LLC, based in CT, United States.

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