Remote CPA-CFP Wealth Planner for High-Net-Worth
Aurelius Family Office
Boston, MA
- Remote job
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. #J-18808-Ljbffr Aurelius Family Office
Vacancy posted 1 day ago
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