Cerity Partners
This part-time seasonal role supports the tax team by organizing and preparing client source files for the tax preparation process. The position involves utilizing specialized software to manage electronic client data and assisting with the assembly of tax return deliverables. It offers a collaborative environment with competitive wages and flexible scheduling from January to mid-April.
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.
Cerity Partners didn’t post a salary, so this is our estimate from similar listings.
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
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