Job Title: Tax Specialist
Department: Accounting/Tax Team, Wilton CT
Summary:
Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward.
All Trivium Point team members are guardians of the firm's story. In this role, you are expected to:
A calm, ambitious drive that consistently elevates standards.
Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence.
Simplifying complexity into clear, actionable steps for clients and colleagues.
Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies.
Summary:
We are seeking a highly motivated and detail-oriented Tax Preparer to join our team. The successful candidate will be responsible for preparing and filing accurate and timely tax returns for individuals and businesses. This role requires strong analytical and problem-solving skills, as well as a thorough understanding of federal, state, and local tax laws.
What Sets You Apart:
This role will act as an important liaison to our tax planning capabilities for our wealth management clients. We are looking for an individual that is also willing and capable of developing and managing key client relationships.
Essential Duties and Responsibilities:
- Prepare and file individual and business tax returns (including 1040, 1120, 1065, 990, etc.)
- Gather and organize client financial information, such as income statements, balance sheets, and supporting documentation.
- Research and interpret tax laws and regulations.
- Identify and resolve tax issues and discrepancies.
- Advise clients on tax planning strategies and opportunities for tax savings.
- Maintain accurate and up-to-date records of all tax-related activities.
- Respond to client inquiries regarding tax matters in a professional and timely manner.
- Stay current on all relevant tax laws and regulations through continuing education and professional development.
- Assist with tax audits and represent clients before tax authorities as needed.
- Perform other duties as assigned.
Qualifications:
- Bachelor's degree in Accounting, Finance, or a related field preferred.
- Enrolled Agent (EA), Certified Public Accountant (CPA), or other relevant professional certification preferred.
- 2-4 years of experience in tax preparation.
- Strong knowledge of federal, state, and local tax laws and regulations.
- Proficiency in tax software (Tax Caddy, Onvio, Ultratax) and Salesforce is a plus.
- Excellent analytical, problem-solving, and organizational skills.
- Strong attention to detail and accuracy.
- Excellent customer relations and communication skills.
- Ability to work independently and as part of a team.
- Strong work ethic and ability to meet deadlines.
- Ideally, exposure to the wealth management industry.
Location:
Hybrid/Wilton CT