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Remote Senior Director of Financial & Tax Planning
Remote / Online - Candidates ideally in
Bedford, Hillsborough County, New Hampshire, 03110, USA
Listed on 2026-09-01
Bedford, Hillsborough County, New Hampshire, 03110, USA
Listing for:
Aurelius Family Office
Remote/Work from Home
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Aurelius Family Office seeks a Senior Director, Financial & Tax Planning (SDFTP) with CPA and CFP/PFS to lead comprehensive planning for high-net-worth clients. Establish standardized frameworks that integrate investments, retirement, tax, insurance, philanthropy, and estate planning.
Utilize advanced analytics to evaluate client portfolios, deliver strategic recommendations, and lead the Financial Planning team to ensure client deliverables meet firm guidelines.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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