Remote Senior Director, Strategic Wealth & Tax Planning (Bedford)

Part-time

Aurelius Family Office

Aurelius Family Office seeks a Senior Director, Financial & Tax Planning to lead our financial planning and tax strategy for high-net-worth clients. This role requires CPA and CFP/PFS credentials, and extensive experience in tax and financial planning.

You will oversee the planning team, develop and implement comprehensive wealth plans, and present complex concepts to clients. A strong client-focused, collaborative approach is essential.

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Vacancy posted more than 2 months ago

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