Position Summary:
Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of accounting? Is organizing financial data a passion, like a puzzle you can't wait to solve? If yes, we believe you would be an outstanding fit on our wealth management team.
This is an excellent opportunity for a motivated individual in their accounting career who is eager to grow within a dynamic, client focused organization.
Primary Responsibilities
Record and reconcile daily financial transactions for a multitude of different businesses, ensuring records are accurate, organized, and up to date.
Maintain and update the general ledger on a regular basis
Prepare monthly bank reconciliations and assist with month-end close procedures, including journal entries for payroll, depreciation, and interest.
Generate routine financial reports and summaries for internal and external review
Maintain organized and confidential financial files and documentation
Support clients with financial, software, and payroll questions
Monthly filing of sales tax returns
Annual preparation of Forms 1099
Required Qualifications:
1–2 years of bookkeeping or accounting experience
Able to work independently on project type assignments
Knowledge of QuickBooks required, including QuickBooks online
Strong MS Office skills
Superior analytical and problem resolution skills with strong attention to detail and organizational skills
Willingness to work until work is done, which may require extended hours to meet team needs
Bachelor's degree preferred but not required
Excellent oral and written skills
Strong communication skills and the ability to work collaboratively in a fast-paced team environment
You understand the need to provide a world-class customer experience
You value the collaboration of insightful, experienced colleagues to deliver our services
You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer
Why Cerity Partners:
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:
Health, dental, and vision insurance – day 1!
401(k) savings and investment plan options with 4% match
Flexible PTO policy
Parental Leave
Financial assistance for advanced education and professional designations
Opportunity to give back time to local communities
Commuter benefits
Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.
Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.
Skills Required
- 1-2 years of bookkeeping or accounting experience
- Knowledge of QuickBooks required
- Strong MS Office skills
Cerity Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Cerity Partners and has not been reviewed or approved by Cerity Partners.
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Retirement Support — An employer 401(k) match is part of the package, supporting long-term savings. Feedback suggests retirement benefits are a consistent component across materials.
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Leave & Time Off Breadth — Flexible PTO, paid holidays, and paid parental leave are explicitly included, enabling time away when needed. Feedback suggests time-off policies are viewed as a strong element of the offering.
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Wellbeing & Lifestyle Benefits — Hybrid work, commuter benefits, employee assistance resources, and optional spending accounts broaden the total rewards beyond base pay. Feedback suggests these perks contribute to perceived overall balance.
Cerity Partners Insights
What We Do
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.
