Cerity Partners
The Tax Principal role at Cerity Partners offers a unique opportunity to expand expertise beyond traditional compliance work by integrating tax strategy with comprehensive wealth planning for high-net-worth clients. This position involves collaborating with investment and financial planning teams to shape financial outcomes, lead tax planning conversations, and mentor junior staff in a fast-growing, entrepreneurial environment. The role emphasizes long-term client relationships and professional growth without artificial limits or billable hour requirements.
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.
129% above the average for this role
Warburg Pincus to lead $1bn investment in Cerity Partners at $8.5bn valuation: Sources
3 weeks ago