Teams at Cerity Partners

The Senior Tax Accountant prepares and reviews complex tax returns, engages in proactive tax planning, builds client relationships, and mentors junior staff. They oversee intricate partnership and real estate taxation issues, collaborating closely with clients and advisors throughout the year.

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.

Serve as a wealth planner managing 70–85 clients, delivering portfolio management, financial and tax-sensitive planning, client reviews, investment recommendations, asset allocation, cash management, and proactive client contact. Support firm activities and uphold professional and compliance standards. Some local travel between San Francisco and Silicon Valley, with infrequent out-of-state client visits.