Jobs at Cerity Partners

The Senior Tax Accountant prepares and reviews complex tax returns, engages in proactive tax planning, maintains client relationships, and assists with staff development in a remote environment.

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.

Provide tier 1 desktop support to internal users: troubleshoot Windows 10/11, Office365, VoIP, and computer setup; manage tickets in Freshservice; onboard employees; track IT assets; and assist on projects like phone system conversions and conference room setups.

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.

Work on a dedicated venture fund team sourcing and evaluating startup investment opportunities across AI, insurtech, construction and built-world sectors. Meet founders, research market trends, track deal flow, assist with due diligence, and support investment decision-making.

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.