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Remote CPA-CFP Wealth Planner High-Net-Worth
Remote / Online - Candidates ideally in
Concord, Merrimack County, New Hampshire, 03306, USA
Listed on 2026-07-22
Concord, Merrimack County, New Hampshire, 03306, USA
Listing for:
Aurelius Family Office
Full Time, Remote/Work from Home
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Aurelius Family Office is seeking a full-time remote CPA/CFP/PFS with a strong background in tax planning and holistic wealth management. You will review tax returns for individuals, trusts, and businesses, and implement comprehensive financial plans aligned with client objectives.
The role includes collaborating with investment managers on tax-efficient strategies and maintaining detailed client documentation.
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