Jobs at Cerity Partners

Sources startup investment opportunities, builds relationships with founders and investors, evaluates business plans and pitches, tracks deal flow, researches technology and media markets, and supports investment due diligence for corporate venture capital funds.

Lead tax advisory and compliance services for high-net-worth individuals, families, and closely held businesses. Review and sign complex individual tax returns, develop projections and planning strategies, advise clients in collaboration with financial and estate planning professionals, mentor junior staff, strengthen client relationships, and improve tax workflows. The role requires expertise in private equity, executive compensation, complex K-1 activity, multi-state filings, and high-net-worth tax matters.

Prepare and review complex tax returns and projections for high-net-worth clients. Research tax issues, support integrated tax and financial planning, communicate with clients, manage transaction requests, maintain Salesforce CRM records, use Thomson Reuters Suite, and improve team processes. The role requires collaboration with tax, business advisory, investment, estate, and financial planning professionals.

Paid summer internship supporting wealth management and financial planning activities. Responsibilities include assisting financial advisors with client presentations, documents, performance reports, securities research, portfolio maintenance, optimization, rebalancing, backtesting, investment committee meetings, and spreadsheet-based analysis. Interns will use CRM, financial planning, investment, and portfolio management software while collaborating virtually on projects.

Paid summer internship providing hands-on exposure to wealth management and financial planning. Responsibilities include assisting Financial Advisors, preparing client documents and performance reports, researching securities, maintaining portfolios, participating in investment committee meetings, supporting portfolio optimization and rebalancing, conducting independent research, and building financial planning spreadsheets and projects.

Own integrated marketing strategy and execution across institutional and corporate practices. Develop multi-channel plans, campaigns, budgets, KPIs, dashboards, content, paid media, earned media, and partnerships to drive growth. Build trusted relationships with business stakeholders, manage concurrent workstreams, and lead a marketing team. The role requires deep institutional buyer expertise, especially with endowments, foundations, nonprofits, retirement plans, and venture capital programs, within financial or asset management services.

Manage client billing operations, including portfolio system setup, quarterly billing runs, custodian coordination, issue resolution, client billing distribution, payment reconciliation, and process improvements with Billing, Finance, Operations, and Accounts Receivable teams.

Prepare and review federal, state, and local tax returns for individuals and business entities. Support tax projections, extensions, planning, audits, workpapers, depreciation schedules, reconciliations, accruals, and journal entries. Research tax issues, ensure regulatory compliance, analyze financial statements, organize client documentation, and respond to client inquiries while managing multiple engagements and delivering high-quality service.

Oversee billing and revenue management, internal controls, complex billing resolutions, and a team of eight professionals. Lead billing integration for mergers, system conversions, technology initiatives, and organizational change. Partner with Finance and Technology to improve automation, scalability, metrics, and processes while supporting advisors and client-facing colleagues with billing inquiries.

Coordinates client service delivery for a retirement plan consulting practice. Responsibilities include scheduling committee meetings, preparing agendas and materials, recording minutes, tracking action items, maintaining fiduciary files, reviewing Salesforce data integrity, and supporting client onboarding and plan implementation. The role communicates with clients, HR, Benefits, Finance, and recordkeeper contacts while supporting fiduciary governance processes.

Leads portfolio reporting operations and end-to-end ownership of Addepar and Orion platforms. Manages account setup, reconciliations, performance updates, alternative asset reporting, system integrity, advisor integrations, historical data conversions, client package testing, documentation, controls, and process improvements. Provides team leadership, mentoring, workflow coordination, and cross-functional support to ensure accurate and timely client reporting.

Manage the firm’s monthly billing process, including invoices, adjustments, deposits, accounts receivable reporting, write-offs, and client inquiries. Coordinate with partners and corporate finance while supporting tax administration through return assembly, document processing, e-filing, and seasonal mailings. The role requires confidentiality, strong organization, discretion, and the ability to manage competing priorities during high-pressure tax deadlines, including occasional overtime and weekends.

Leads client relationships, wealth planning strategies, onboarding, prospect presentations, and client meetings. Coordinates with tax, legal, and investment teams to deliver holistic financial solutions, grow assets under management, and maintain client satisfaction. Mentors colleagues, supports transaction processing, develops new business, and participates in firm-wide initiatives.

Manages client relationships, develops personalized wealth planning strategies, leads client and prospect meetings, supports onboarding, coordinates tax, legal, and investment services, and grows assets under management. The Wealth Advisor also mentors colleagues, supports client transactions, drives retention and business development, and ensures exceptional client outcomes and service.

Paid seasonal tax internship supporting preparation of federal, state, and local individual and business income tax returns. Responsibilities include creating project workpapers, researching tax issues, analyzing findings, and managing assigned projects. Candidates should be accounting, finance, or business undergraduates with strong attention to detail, organizational, communication, collaboration, and Microsoft Office skills.

Paid seasonal tax internship for an undergraduate student supporting preparation of federal, state, and local individual and business tax returns. Responsibilities include creating workpapers, maintaining workflow and document-management systems, researching tax issues, and assisting Tax Advisors and Administrators. The role requires strong attention to detail, confidentiality, collaboration, communication, and proficiency with Microsoft Office, Adobe Applications, and tax preparation software.

Prepare and review complex federal and state tax returns for high-net-worth individuals, businesses, estates, and trusts. Develop financial analyses, tax projections, exhibits, and client meeting materials; coordinate documentation and follow-up actions; research tax issues; support investment and planning teams; and respond to client inquiries. The role requires accuracy, organization, communication, collaboration, and the ability to meet deadlines during a fast-paced tax season.

Paid summer tax internship for an undergraduate student. Responsibilities include assisting with federal, state, and local individual and business tax returns; preparing workpapers; maintaining project workflows and documents; researching tax issues; and supporting tax advisors. The role provides hands-on experience in public accounting, wealth management, financial planning, and tax preparation while requiring strong collaboration, communication, confidentiality, and attention to detail.

Assist with preparing federal, state, and local individual and business tax returns. Create and organize workpapers using Engagement Manager and SurePrep, maintain workflow statuses in FirmFlow and GoFileRoom, research tax issues, and support Tax Advisors and Tax Administrators. The internship provides hands-on experience in public accounting, tax preparation, wealth management, and financial planning.

Participate in financial planning and tax projects, assist with federal, state, and local individual and business tax return preparation, create and organize workpapers, maintain project workflows and documents, and research tax issues. The internship provides hands-on experience in tax, wealth management, and financial planning while requiring collaboration, confidentiality, attention to detail, and strong communication skills.