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Wealth Management Tax Advisor; Hybrid

Listing for: Trivium Point Advisory LLC
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 80000 - 110000 USD Yearly USD 80000.00 110000.00 YEAR

Job Description & How to Apply Below

Position: Wealth Management Tax Advisor (Hybrid)

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

We are looking to fill the Wealth Management Tax Advisor (Hybrid) position at Trivium Point Advisory LLC in Wilton, CT, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Management Tax Advisor (Hybrid) role in the description above.

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