Lead Tax Advisor

Trivium Point is seeking a Lead Tax Advisor to oversee tax preparation, technical review, and day-to-day workflow for a tax practice supporting approximately 500 client households. This hands-on role requires extensive tax preparation experience, strong technical expertise, and the ability to lead a small team while providing practical tax guidance to clients and financial advisors. The position involves preparing complex returns, serving as the final technical reviewer, and identifying proactive tax planning opportunities.