Jobs at Cerity Partners

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.

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.

Lead product management for internal technology initiatives, translating business strategy into prioritized backlogs, managing sprints, coordinating cross-functional projects (data engineering, Salesforce, integrations), refining requirements, coordinating releases, and improving agile processes to ensure predictable delivery and stakeholder alignment.

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.

Support merger due diligence and integration processes by coordinating meetings, managing documentation, and utilizing project management tools. Assist in tracking workstreams and communication.

Independently conduct operational due diligence reviews of third-party investment managers and funds across asset classes, strategies, geographies, and jurisdictions. Gather and assess documentation, conduct manager meetings, prepare reports, summarize findings, present conclusions to internal committees, and support ongoing ODD projects. The role collaborates with Legal, Compliance, Operations, Accounting, and investment teams, monitors industry developments, and requires frequent domestic travel with some international travel.

Support a Wealth Advisor by developing individualized financial plans, onboarding clients, maintaining CRM, processing transactions, preparing meeting materials, conducting research, and presenting recommendations to clients.

Prepare and review complex partnership, corporate, trust, foundation, and individual tax returns; manage multi-entity client relationships; provide tax planning and controversy support; apply advanced partnership and multi-state tax rules; oversee, train, and mentor staff; maintain technical documentation and stay current on tax law and industry best practices.

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 and deliver training, documentation, and enablement for the firms productivity and AI-enabled collaboration stack. Build onboarding programs, maintain an AI resource hub and prompt libraries, run trainings and pilots, track adoption, and partner with IT, security, HR, and business teams to translate platform capabilities into practical, repeatable workflows.

The Operations Analyst supports the Addepar and Orion systems for client performance reporting, including account setup, daily reconciliation, dashboard monitoring, and system integrity. Responsibilities also involve assisting new advisor integrations, maintaining procedures, and participating in improvement projects.

The Principal Tax Manager prepares and reviews complex tax returns for high-net-worth individuals, including multi-state filings, and manages tax projects, audits, and client relationships.

Evaluate prospective merger targets' investment platforms, perform deep-dive investment analysis and manager due diligence, produce detailed merger reports, support post-close integration, present findings firmwide, and develop tools and communications to improve investment review and onboarding.

Serve as the primary liaison between advisors and the firm to drive advisor performance and engagement. Manage one-on-one and group coaching, monitor metrics, develop improvement plans, refine performance frameworks, and build reporting tools. Collaborate cross-functionally with compliance, operations, technology, and product, support onboarding, and represent advisor needs in program strategy and events. Travel up to 30% for advisor meetings and events.

Lead full-cycle executive and senior-level recruiting: define search criteria, source passive candidates, run confidential searches, manage interview processes, advise on offers and negotiation, perform market mapping, and coordinate high-touch onboarding with leadership and HR partners.

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.