Teams 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.