Jobs at Cerity Partners

Prepare and review complex partnership, corporate, trust, foundation, and individual tax returns; manage multi-entity client relationships; provide tax planning and controversy support; apply advanced partnership and multi-state tax rules; oversee, train, and mentor staff; maintain technical documentation and stay current on tax law and industry best practices.

Provide part-time executive and personal administrative support including complex calendar management, travel coordination, drafting client communications, managing time-sensitive projects, and maintaining organized digital and physical files while exercising discretion and anticipating needs in a client-facing environment.

Serve as primary relationship manager delivering customized wealth planning, onboarding new clients, leading meetings, coordinating cross-functional teams, mentoring colleagues, and growing assets under management while ensuring exceptional client outcomes and retention.

Manage and grow client relationships by developing personalized wealth plans, onboarding new clients, leading meetings, coordinating cross-departmental solutions, mentoring colleagues, and driving assets under management while ensuring exceptional client service.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, processing account and custodial transactions, maintaining CRM and planning software, preparing meeting materials, conducting research, and presenting recommendations to help clients meet financial goals.

Lead portfolio strategy, construction, manager selection, and performance oversight for a client segment. Oversee rebalancing, tax-loss harvesting, IPS creation, investment research, compliance, client communications, onboarding, and team leadership while contributing to firm initiatives and process improvements.

The Senior Tax Accountant prepares and reviews income tax returns, provides tax planning and advisory services to clients, and manages client relationships while ensuring compliance and optimal tax outcomes.