Teams 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.