Cerity Partners
This role serves as the first point of contact for clients and visitors while providing essential day-to-day administrative support to the tax team. The position involves managing client communications, processing tax documents and filings, and maintaining accurate records to ensure timely and efficient operations. The ideal candidate will thrive in a busy office environment, utilizing strong organizational and problem-solving skills to support team workflows and client onboarding.
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.
Right around the average for this role
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago