Cerity Partners
A Principal Tax Advisor at Cerity Partners serves as the primary point of contact for high-net-worth individuals, families, and business clients, providing expert tax compliance and planning services. This senior-level role involves reviewing and signing complex tax returns, mentoring junior staff, and developing strategic tax solutions while maintaining high-quality 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.
Cerity Partners didn’t post a salary, so this is our estimate from similar listings.
24% above the average for this role
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago