Jobs at Cerity Partners

The Business Development Associate supports sales efforts by coordinating meetings, managing inquiries, facilitating onboarding, and ensuring CRM data integrity.

Lead tax planning and compliance for high-net-worth clients nationwide, review and sign complex returns, present tax strategies with advisory teams, prepare projections, mentor junior staff, and improve tax workflows to support scalability and client relationships.

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.

Support merger due diligence and integration processes by coordinating meetings, managing documentation, and utilizing project management tools. Assist in tracking workstreams and communication.

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.

Lead Cerity Partners' central trading program, ensuring execution quality, operational excellence, and a service-first team culture. Oversee trade execution, rebalancing, reconciliations, model implementations and migrations, vendor/OMS/EMS evaluation, Salesforce trade case operations, compliance coordination, AI/tool adoption, performance metrics, and scaling trading capabilities across custodial platforms.

Support a Wealth Advisor by developing individualized financial plans and recommendations, onboarding clients, processing account transactions, maintaining CRM and financial planning software, preparing meeting materials, conducting research, and interacting with clients to ensure an outstanding client experience.

Prepare and review complex tax returns for high-net-worth individuals, assist with tax projections, and provide exceptional client service.

Provide in-house legal support by reviewing and negotiating vendor contracts, NDAs, and commercial agreements; advise advisors and colleagues on client agreements; manage legal intake and coordinate with outside counsel; support ad hoc legal projects and overflow for a growing RIA.

Prepare and review complex tax returns for individuals and businesses, assist with year-end calculations, and provide excellent client service.

The Tax Administrative Associate will support a tax team with client matters, prepare tax returns, and answer client inquiries while ensuring compliance and effective communication.

The Senior Tax Associate prepares and reviews complex tax returns, supports the tax team with client inquiries, and provides exceptional service to high-net-worth individuals.

Lead multi-state tax compliance (SALT) and federal/state filings across 20+ jurisdictions; manage ASC 740 income tax provision and deferred tax analyses; own tax notices, nexus tracking, sales and property tax; support M&A tax due diligence and Form 8594 preparation; manage partnership K-1s and basis schedules; identify tax credits and insource processes to build a scalable tax function.

Prepare individual, business, non-profit, gift, and trust tax returns; perform tax projections and planning; create workpapers; research tax issues; communicate with clients and assist on projects to meet firm deadlines.

The Senior Wealth Planner manages client relationships, develops personalized wealth strategies, leads meetings, and collaborates across departments to ensure optimal client outcomes and satisfaction.

The Senior Business Services Advisor will provide high-level advisory services, manage client engagements, and mentor team members while formulating business strategies and financial reports.

The Operations Analyst supports the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, dashboard monitoring, and system integrity. Responsibilities also involve assisting new advisor integrations, maintaining procedures, and participating in improvement projects.

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.

The Principal Tax Manager prepares and reviews complex tax returns for high-net-worth individuals, including multi-state filings, and manages tax projects, audits, and client relationships.