Wealth Management Tax Advisor; Hybrid
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Finance & Banking
Job Description & How to Apply Below
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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