Note: The job is a remote job and is open to candidates in USA. Aurelius Family Office is seeking a Senior Director of Financial & Tax Planning to lead their comprehensive financial and tax planning objectives. The role involves establishing frameworks for wealth management strategies and leading a team to ensure client deliverables meet firm guidelines.
Responsibilities
- Contribute to the advanced development and implementation of comprehensive financial plans for high-net-worth clients
- Develop and oversee retirement projections, risk management analyses, and estate plans alongside actionable recommendations
- Review complex tax returns, prepare precise tax projections and estimates, and formulate strategic tax recommendations
- Support firm Advisors through specialized financial planning research tailored to unique client profiles
- Present sophisticated financial concepts clearly to clients and prospects during key consultations
- Summarize client and prospect meeting actions, ensuring tasks are efficiently delegated and tracked
- Lead and participate in strategic projects designed to scale and optimize the firm’s client service capabilities
- Evaluate insurance strategies, employee benefits, retirement planning, and charitable giving vehicles
- Analyze asset allocations to ensure investment portfolios align with the client’s risk profile and projected return goals
- Lead team development by mentoring, training, and supervising the planning team
Skills
- Dual-designated Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) — Personal Financial Specialist (PFS) credential also accepted
- 10+ years of experience with a focus on tax and financial planning
- 7-10 years of managerial experience
- Bachelor's degree in a related field
- Outstanding problem-solving skills that allow you to think outside the box and develop innovative solutions
- Excellent communication skills with your team members, clients, and vendors
- A humble spirit that allows you share your knowledge with team members while being open to learning from others
- Working knowledge of investments, insurance, employee benefits, and retirement planning
- High integrity and strong work ethic, with a client-oriented focus
- Familiarity with Wealthbox, Holistiplan, Microsoft Suite, InStream, Orion
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