Jobs at Cerity Partners

The Tax Manager will review tax returns, lead tax planning discussions, mentor junior staff, and ensure compliance while enhancing client relationships.

The Tax Manager oversees tax return reviews, leads tax planning, mentors staff, ensures compliance, and fosters long-term client relationships while collaborating with financial advisors.

Provide general office support to an advisory team: greet clients, manage mail/supplies, maintain files, schedule meetings, support marketing and client events, prepare correspondence, assist onboarding and operational tasks, and complete special projects. Part-time (20-25 hrs/week).

Support OCIO portfolio management through monitoring, monthly rebalancing, and trade execution (ETFs, futures, options). Maintain and enhance internal portfolio tools and data integrations, monitor liquidity and performance, build transition plans, and perform ad hoc investment analysis.

The Marketing Services Coordinator manages inbound marketing requests, prioritizes and categorizes them, executes approved requests, maintains status records, and communicates with stakeholders. This role requires strong organization and professionalism in a fast-paced environment.

Serve as lead tax advisor for high-net-worth individuals, families, and businesses. Manage client portfolio, provide tax planning and compliance, review and sign multi-entity federal and multi-state tax returns, supervise and mentor staff, conduct complex tax research, represent clients before tax authorities, and support client retention and firm growth.

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.

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.

Design, build, and maintain scalable Salesforce solutions using Apex, LWCs, Flows and integrations. Collaborate with product and admins, improve CI/CD and developer experience, mentor junior engineers, run testing and UAT, produce documentation, debug production issues, and support integrations (e.g., DocuSign, Conga). Participate in special projects spanning multi-system onboarding and corporate reporting.

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

Serve as a senior relationship manager delivering personalized wealth plans, onboarding clients, leading meetings, coordinating with tax/legal/investment teams, mentoring colleagues, driving AUM growth, ensuring high client retention and superior client experience.

As an Investment Associate, you will source venture capital investment opportunities, evaluate business plans, track deal flow, research industry trends, and assist with due diligence.

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.

The Quality and Planning Integration Associate ensures adherence to service standards, supports colleague integration, conducts quality reviews, analyzes data, and collaborates with teams to enhance client service delivery.

The Tax Associate will prepare and review tax returns, assist with tax calculations and planning, ensure compliance with tax laws, and provide client support.

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

Provide executive administrative support to the Chief Growth Officer and Chief Solutions Officer and their teams: coordinate events, manage meeting and travel logistics, prepare expense reports and presentation materials, support growth initiatives and business development, perform daily operational tasks, and maintain confidentiality and compliance while collaborating across the firm.

The Social Media Manager will create and execute social media content to promote the Cerity Partners brand, overseeing channels and analyzing performance.

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 Director of Private Markets will lead manager research, conduct due diligence, present findings to clients, and support business development efforts.