Triviumpoint
Associate Tax Advisor
Wilton, CT or White Plains, NY. Posted a month ago
The role
The Tax Preparer will prepare and file accurate and timely tax returns for individuals and businesses. This role involves researching tax laws, advising clients on tax planning, and maintaining accurate records.
What you will do
- Prepare and file individual and business tax returns (including 1040, 1120, 1065, 990, etc.)
- Gather and organize client financial information
- 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
- Stay current on all relevant tax laws and regulations
- Assist with tax audits and represent clients before tax authorities as needed
- Perform other duties as assigned
Required qualifications
- 2-4 years of experience in tax preparation
- Strong knowledge of federal, state, and local tax laws and regulations
- Excellent analytical, problem-solving, and organizational skills
- Excellent customer relations and communication skills
- Ability to work independently and as part of a team
- Strong work ethic and ability to meet deadlines
Nice to have
- Bachelor's degree in Accounting, Finance, or a related field
- Enrolled Agent (EA), Certified Public Accountant (CPA), or other relevant professional certification
- Proficiency in tax software (Onvio, Ultratax) and Salesforce
- Exposure to the wealth management industry
Benefits
- Comprehensive benefits program
- Professional development and continuing education opportunities
- Collaborative and team-oriented work environment
- Opportunity to work closely with wealth management, tax, and accounting professionals
- Gym Access
- Complimentary Daily lunch (Wilton, CT office)
About the company
Trivium Point team members contribute to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience. All team members are guardians of the firm's story.