Cerity Partners

As a member of the Business Integration & Change Management Team you will provide essential administrative support to facilitate our Inorganic Growth Strategy. Your primary responsibilities will be to support merger due diligence and post-close integration across multiple simultaneous

As a member of the Business Integration & Change Management Team you will provide essential administrative support to facilitate our Inorganic Growth Strategy. Your primary responsibilities will be to support merger due diligence and post-close integration across multiple simultaneous

Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns thrives in the fast pace of tax season and values delivering exceptional service to high-net-worth clients If so you may be a great fit for our Raleigh Tax te

Are you a tax professional who enjoys the challenge of preparing and reviewing sophisticated individual and entity tax returns thrives in the fast pace of tax season and values delivering exceptional service to high-net-worth clients If so you may be a great fit for our Raleigh Tax te

Position Summary:The Senior Business Services Advisor will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high level advisory services to our clients and mentoring the team. Specifically t

Position Summary:The Senior Business Services Advisor will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high level advisory services to our clients and mentoring the team. Specifically t

Are you a tax professional who enjoys preparing complex individual and entity tax returns thrives during the fast pace of tax season and finds satisfaction in delivering accurate high-quality work Do you appreciate the value that thoughtful tax preparation and client service bring to

Are you a tax professional who enjoys preparing complex individual and entity tax returns thrives during the fast pace of tax season and finds satisfaction in delivering accurate high-quality work Do you appreciate the value that thoughtful tax preparation and client service bring to

Are you a tax professional who enjoys the challenge of sophisticated the pace of tax season and the satisfaction that comes when it all comes together Do you appreciate that great tax advice and service are incredibly valuable to high-net-worth clients If so you may be a great fit for

Are you a tax professional who enjoys the challenge of sophisticated the pace of tax season and the satisfaction that comes when it all comes together Do you appreciate that great tax advice and service are incredibly valuable to high-net-worth clients If so you may be a great fit for

Position Summary:The Outsourced CFO will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high level advisory services to our clients and mentoring the team. Specifically this will include m

Position Summary:The Outsourced CFO will be a member of the Business Advisory leadership team working closely with the Partner of the division and the client accounting team to provide high level advisory services to our clients and mentoring the team. Specifically this will include m

Primary ResponsibilitiesAs a member of the CRM conversion project team your responsibilities would include the following activities:Provide CRM conversion project team support. This includes:Scheduling project calls trainings and other adhoc meetings with all stakeholdersFollow up ema

Primary ResponsibilitiesAs a member of the CRM conversion project team your responsibilities would include the following activities:Provide CRM conversion project team support. This includes:Scheduling project calls trainings and other adhoc meetings with all stakeholdersFollow up ema

Position Summary:Are you a tax professional who enjoys the challenge of sophisticated tax returns excels under the pressure of tax season and takes pride in delivering exceptional results Do you recognize the tremendous value expert tax advice and service brings to high-net-worth clie

Position Summary:Are you a tax professional who enjoys the challenge of sophisticated tax returns excels under the pressure of tax season and takes pride in delivering exceptional results Do you recognize the tremendous value expert tax advice and service brings to high-net-worth clie

Join the Cerity Partners Encino team! We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises with particular depth in the real estate industry. This is a fully remote opportunity that can be based anywh

Join the Cerity Partners Encino team! We are a sophisticated accounting and advisory practice specializing in serving high-net-worth individuals and their business enterprises with particular depth in the real estate industry. This is a fully remote opportunity that can be based anywh

Position Summary:CerityPartners Ventures (CPV) is hiring Investment Associates for our Built World team. Founded as Touchdown Ventures in 2014 CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations working with leading brands like Kellogg T-Mobile BEHR and more. With a te

Position Summary:CerityPartners Ventures (CPV) is hiring Investment Associates for our Built World team. Founded as Touchdown Ventures in 2014 CPV pioneered Venture Capital-as-a-Service (VCaaS) for corporations working with leading brands like Kellogg T-Mobile BEHR and more. With a te

Position Summary:We are seeking a detail-oriented Tax Associate with 13 years of experience to join our this role you will provide tax preparation and compliance services for high-net-worth individuals and business clients across a broad range of entity types. The ideal candidate has

Position Summary:We are seeking a detail-oriented Tax Associate with 13 years of experience to join our this role you will provide tax preparation and compliance services for high-net-worth individuals and business clients across a broad range of entity types. The ideal candidate has

Cerity Partners is seeking a Compliance Officer to join its Compliance Department with a primary focus on marketing and advertising compliance. This individual will serve as a key resource within the compliance team responsible for the review and approval of marketing materials across

Cerity Partners is seeking a Compliance Officer to join its Compliance Department with a primary focus on marketing and advertising compliance. This individual will serve as a key resource within the compliance team responsible for the review and approval of marketing materials across

Position Summary:The Business Development Associate role will support Cerity Partners business development efforts in Custodial Referral Programs a key channel of organic growth for the role will support the regional Business Development Officers (BDOs) by serving as an in-office ext

Position Summary:The Business Development Associate role will support Cerity Partners business development efforts in Custodial Referral Programs a key channel of organic growth for the role will support the regional Business Development Officers (BDOs) by serving as an in-office ext

Position Summary:Cerity Partners is seeking a dynamic and entrepreneurial Business Development Advisor to drive organic growth within the practice through strategic relationship building community engagement and proactive business development initiatives. This individual will be respo

Position Summary:Cerity Partners is seeking a dynamic and entrepreneurial Business Development Advisor to drive organic growth within the practice through strategic relationship building community engagement and proactive business development initiatives. This individual will be respo

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition this role you will prepare execute and manage various client billing functions in a collaborative fast-paced environment. The ideal ca

Cerity Partners is seeking a talented and motivated individual with the highest level of personal integrity to join our Billing & Revenue Recognition this role you will prepare execute and manage various client billing functions in a collaborative fast-paced environment. The ideal ca

Position Summary:Our Client Accounting Services department continues to grow and is looking to add a Staff Accountant to the team! This team works hand in hand to provide high level services to small businesses and select individual clients. We offer lifestyle management services tail

Position Summary:Our Client Accounting Services department continues to grow and is looking to add a Staff Accountant to the team! This team works hand in hand to provide high level services to small businesses and select individual clients. We offer lifestyle management services tail

Primary ResponsibilitiesAs a member of the operations team your responsibilities would include the following activities:Support the project team by maintaining a clearly defined project plan. This includes:Organized updates on statuses for all project related tasksRealistic and define

Primary ResponsibilitiesAs a member of the operations team your responsibilities would include the following activities:Support the project team by maintaining a clearly defined project plan. This includes:Organized updates on statuses for all project related tasksRealistic and define

Primary ResponsibilitiesFrequent custodian interaction & paperwork processing.Process account openings funding deposit electronic checks money movements process tasks with Custodians.Schedule client meetings.Basic preparation and follow-up for client meetings.Prepare client forms and

Primary ResponsibilitiesFrequent custodian interaction & paperwork processing.Process account openings funding deposit electronic checks money movements process tasks with Custodians.Schedule client meetings.Basic preparation and follow-up for client meetings.Prepare client forms and

Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing

Position Summary:The Client Service Associate role focuses on supporting clients and advisors by executing routine administrative tasks and handling client requests. Responsibilities include assisting with account openings processing paperwork scheduling client meetings and preparing

Primary ResponsibilitiesGeneral BrandTrack the firms brand budget develop and maintain dashboards and reports that provide a holistic picture of brand spend and impactBuild presentations and reports that go directly to executive leadership polished precise and built to influenceSuppo

Primary ResponsibilitiesGeneral BrandTrack the firms brand budget develop and maintain dashboards and reports that provide a holistic picture of brand spend and impactBuild presentations and reports that go directly to executive leadership polished precise and built to influenceSuppo