Teams at Cerity Partners

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.

The Senior Tax Accountant prepares and reviews complex tax returns, engages in proactive tax planning, maintains client relationships, and assists with staff development in a remote environment.

The Billing & Revenue Analyst will manage client billing functions, ensure accuracy of client setups, resolve billing issues, and drive collaboration across Finance and Operations teams.