Cerity Partners
The Principal Tax Manager prepares and reviews complex individual and entity tax returns for high-net-worth clients, manages tax projections, and handles audits and notices. This role involves conducting tax research, preparing detailed workpapers, and providing expert tax advice to support client wealth management strategies. The position requires strong analytical skills and the ability to thrive in a fast-paced environment while maintaining superior client relationships.
Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cerity Partners.
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago