Jobs at Cerity Partners

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

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.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, maintaining CRM, processing transactions, preparing meeting materials, conducting research, and presenting recommendations to clients.

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.

Serve as primary relationship manager delivering customized wealth planning and investment strategies, onboarding new clients, coordinating across tax/legal/investment teams, mentoring colleagues, and driving client retention and AUM growth while supporting firm initiatives.

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.

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.

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

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.

Design and maintain data models, build and optimize data pipelines and database infrastructure, integrate data with BI tools, ensure data quality and governance, troubleshoot performance and downtime, and collaborate with stakeholders to deliver reliable analytics and reporting.

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

Design and deliver training, documentation, and enablement for the firms productivity and AI-enabled collaboration stack. Build onboarding programs, maintain an AI resource hub and prompt libraries, run trainings and pilots, track adoption, and partner with IT, security, HR, and business teams to translate platform capabilities into practical, repeatable workflows.

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.

Evaluate prospective merger targets' investment platforms, perform deep-dive investment analysis and manager due diligence, produce detailed merger reports, support post-close integration, present findings firmwide, and develop tools and communications to improve investment review and onboarding.

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.

Serve as the primary liaison between advisors and the firm to drive advisor performance and engagement. Manage one-on-one and group coaching, monitor metrics, develop improvement plans, refine performance frameworks, and build reporting tools. Collaborate cross-functionally with compliance, operations, technology, and product, support onboarding, and represent advisor needs in program strategy and events. Travel up to 30% for advisor meetings and events.