Teams 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.