Wealth Management Tax Advisor; Hybrid
Listed on 2026-10-17
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Finance & Banking
Tax Advisor, Wealth Management, Tax Manager, Financial Analyst
Trivium Point Advisory LLC in Wilton, CT is seeking a highly motivated Tax Preparer to prepare and file accurate individual and business returns. The role requires strong analytical and problem-solving skills, knowledge of federal, state, and local tax laws, and the ability to gather client information, research issues, and advise on tax‑planning opportunities.
This hybrid position requires four days per week in the office, supporting high‑net‑worth clients and close collaboration with tax and
This role is for the Wealth Management Tax Advisor (Hybrid) role at Trivium Point Advisory LLC.
Learn more about the Wealth Management Tax Advisor (Hybrid) role in the description above.
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