Cerity Partners

Accountant

• Prepare and review complex Partnership, S Corporation, Individual, Trust and Estate returns
• Participate in proactive tax planning throughout the year
• Coordinate with attorneys, wealth advisors and outside advisors
• Perform tax research and prepare written analyses
• Assist with tax controversy examinations and notices
• Maintain direct client relationships and communicate with clients throughout the year
• Identify planning opportunities and proactively bring ideas to clients and partners
• Participate in special projects involving transactions, restructurings and consulting matters
• Assist with training and developing staff
• Mentor and develop junior staff
• Support workflow and AI initiatives

Senior Tax Accountant

Analyst

• Ensure accurate client setup in the firm's portfolio accounting systems
• Manage and execute accurate and timely quarterly billing runs, including facilitating billing processes across major custodians.
• Resolve billing issues and handle ad hoc billing requests
• Assist with preparing and distributing client billing
• Partner with Accounts Receivable to ensure accuracy of all billing and payments
• Collaborate across Billing, Finance, and Operations teams to drive process improvements

Billing & Revenue Analyst

Financial Planning and Analysis

• Identify potential start-up investments and source relationships with the company founders
• Meet with entrepreneurs and evaluate their business plans and pitches
• Track and report on deal flow generated by our team
• Research industry sectors, trends, and market dynamics
• Assist with due diligence

Investment Associate – Built World

Client Services Representative

• Frequent custodian interaction & paperwork processing.
• Process account openings, funding, deposit electronic checks, money movements, process tasks with Custodians.
• Schedule client meetings.
• Basic preparation and follow-up for client meetings.
• Prepare client forms and financial reports in advance of client meetings.
• Attend meetings to take notes and send a summary to both the client and the advisory team.
• Develop knowledge of investment accounts, products and the forms required to transact business.
• Assist with internal coordination across departments to ensure tasks/ follow up is completed in a timely manner.
• Responsible for cash transfers, wires, data maintenance, reporting and trading as needed.
• Ongoing maintenance and quality control of CRM.
• Organize advisory team meetings and events.
• Receive client calls and resolve questions/issues as needed.
• Execute client appreciation and retention activities.

Cerity Partners

Senior Tax Accountant

Billing & Revenue Analyst

Investment Associate – Built World

Client Service Associate

Client Service Associate