Cerity Partners
The Tax Manager at Cerity Partners serves as a dedicated tax advisor to high-net-worth clients and advisory teams, collaborating with investment and financial planning professionals to shape comprehensive wealth strategies. This role involves reviewing complex income tax returns, leading tax planning conversations, and mentoring junior staff within a collaborative, high-growth environment. The position offers a unique opportunity to expand tax expertise beyond traditional compliance work and drive meaningful client outcomes.
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