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© All Rights Reserved. ApplyBlast.com
Cerity Partners
A Tax Principal at Cerity Partners acts as a strategic advisor to high-net-worth clients, embedding within long-term relationships to drive comprehensive wealth planning beyond standard compliance. The role involves collaborating with investment and financial planning teams to execute integrated tax, estate, and business succession strategies for sophisticated individuals and families. This position offers significant growth opportunities for professionals seeking to evolve from year-end compliance into dynamic, advisory-focused tax leadership.
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.
91% above the average for this role
CitywireWarburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago
