Lead Tax Advisor

The role

The Lead Tax Advisor will oversee tax preparation, technical review, and day-to-day workflow for a tax practice supporting approximately 500 client households. This role involves preparing complex returns, leading a three-person team, and providing tax guidance to clients and financial advisors.

What you will do

• Serve as a trusted tax resource for clients providing guidance on individual and business tax matters.
• Identify proactive tax planning opportunities and collaborate with financial advisors.
• Advise clients on tax implications of investments, retirement, business transactions, and estate planning.
• Prepare complex federal and state individual, trust, partnership, and corporate income tax returns.
• Serve as the final technical reviewer for returns prepared by the team.
• Research and resolve complex tax issues including multistate taxation.
• Provide day-to-day oversight and technical guidance to a three-person tax team.
• Manage the tax preparation workflow and ensure filing deadlines are met.
• Mentor and develop team members.
• Coordinate with firm leadership on staffing, workload, and operational priorities.

Required qualifications

• Minimum of 10 years of substantial, hands-on experience preparing federal and state income tax returns, including complex individual and business returns.
• Extensive technical knowledge of individual, partnership, corporate, and trust taxation.
• Significant experience reviewing complex tax returns and serving as a final technical reviewer.
• Demonstrated ability to manage tax preparation workflow, competing deadlines, and a high volume of returns.
• Experience leading, supervising, or mentoring tax preparation staff.
• Strong client-facing experience, including the ability to provide tax advice and explain complex tax matters.
• Excellent attention to detail, organizational skills, and professional judgment.
• Ability and willingness to remain actively involved in tax preparation while overseeing the team.

Nice to have

• CPA or Enrolled Agent (EA) designation.
• Experience supporting high-net-worth individuals, business owners, and families with complex tax situations.
• Experience working within a wealth management firm, RIA, or integrated financial services environment.
• Familiarity with tax preparation and workflow management software.

About the company

Trivium Point is an integrated wealth management firm that provides comprehensive financial guidance through an integrated approach of wealth management, tax, and other advisory services.