Remote CPA-CFP Wealth Planner High-Net-Worth
Goffstown, Hillsborough County, New Hampshire, 03045, USA
Listed on 2026-09-25
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
The Remote CPA-CFP Wealth Planner for High-Net-Worth position in the Finance field is open for applications.
This posting is for the Remote CPA-CFP Wealth Planner for High-Net-Worth role at Aurelius Family Office, based in NH, United States.
We are looking to fill the Remote CPA-CFP Wealth Planner for High-Net-Worth position at Aurelius Family Office in NH, United States.
The Remote CPA-CFP Wealth Planner for High-Net-Worth role at Aurelius Family Office is now open for applications in NH, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).