Teams at Cerity Partners

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.

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.