Senior Tax Professional

Company Summary

Established in 1999, Trilogy has grown to be a nationwide firm with clients from coast to coast. We are committed to building relationships with our clients while using solid financial principles to manage the over $4 billion dollars in assets our clients have entrusted us to manage. Committed to providing opportunities for people to live their best lives, we continue to recruit and mentor new talent to the industry.

Consequently, our multi-generational staff of over 130 employees understands the needs and perspectives of a wide variety of client needs. Today, as always, Trilogy lives by its development motto: never stop growing. Where will Trilogy’s story lead? We believe the sky’s the limit.

Benefits Summary

• Competitive Compensation
• Comprehensive Health, Dental and Vision Insurance
• Life and Disability Coverage
• Employee Advantage Program
• Employee Assistance Program
• Paid Time Off and Holidays
• 401(k) Matching
• Eligible Profit Sharing
• Career Development, Mentorship and Education
• Team Events and Parties
• Achievement Awards and Trips

Job Summary

At Trilogy, working in the tax and consulting division, we believe great tax professionals do far more than prepare returns—they help clients make better financial decisions. We specialize in serving high-income professionals, business owners, and airline pilots with sophisticated tax planning, proactive advice, and exceptional client service.

We're looking for an experienced tax professional who enjoys solving complex tax issues, building relationships with clients, and being part of a collaborative team where your expertise is valued.

Essential Duties / Responsibilities

• Prepare and review complex individual (Form 1040), partnership (Form 1065), and S corporation (Form 1120-S) tax returns
• Prepare corporate tax returns (Form 1120) as needed
• Prepare Form 5500 filings for retirement plans
• Perform year-round tax planning for individuals and businesses
• Research complex tax issues and develop practical client solutions
• Meet directly with clients to discuss tax strategies and planning opportunities
• Assist with IRS and state tax notices and correspondence
• Collaborate closely with our financial advisors to provide integrated tax and financial planning
• Mentor junior staff and assist with technical training as needed
• Identify opportunities to improve internal processes and client experience

Minimum Qualifications and Skills

• 5+ years of public accounting tax experience
• Strong experience preparing:
  • Individual tax returns
  • Business tax returns (Partnerships, S Corporations, C Corporations)
  • Form 5500 filings
• Extensive tax planning experience
• Advanced knowledge of federal income tax law
• Experience with Pro Series Tax Software
• Experience with Intuit products and workflow tools
• Excellent written and verbal communication skills
• Ability to manage multiple priorities while maintaining exceptional attention to detail

Preferred

• Enrolled Agent (EA) or CPA designation (Highly preferred)
• Experience working with high-net-worth individuals
• Experience with retirement plan taxation
• Familiarity with Quick Books and other Intuit applications
• Experience mentoring staff or reviewing returns

Physical Requirements

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls.

The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move…