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Cerity Partners

63 Open RolesLast checked 20h ago

Tax — 8 roles

Senior Tax Associate

Cincinnati, OHhybridfull-time20h ago

Senior3–5 yrsUltraTaxSurePrepFixed Assets CStax research software

Summer 2027 Tax Intern

Cincinnati, OHhybridinternship20h ago

EntryUltraTax CSEngagement ManagerSurePrepFirmFlow

Spring 2027 Tax Intern

Cincinnati, OHhybridinternship20h ago

EntryUltraTax CSEngagement ManagerSurePrepFirmFlow

Spring 2027 Tax Intern

Louisville, KYhybridinternship20h ago

EntryUltraTax CSEngagement ManagerSurePrepFirmFlow

Spring 2027 Tax Intern

Elizabethtown, KYhybridinternship20h ago

EntryUltraTax CSEngagement ManagerSurePrepFirmFlow

Summer 2027 Tax Intern

Louisville, KYon-siteinternship20h ago

EntryUltraTax CSEngagement ManagerSurePrepFirmFlow

Senior Tax Associate

Boston, MAhybridfull-time$100k+20h ago

Senior3–7 yrsSalesforceThomson Reuters

Tax Admin Intern

Louisville, KYhybridpart-time20h ago

EntryMicrosoft OfficeAdobe ApplicationsGoFileRoomEngagement Manager

Corporate Accounting — 3 roles

Summer 2027 Business Accounting & Advisory Internship

Bowling Green, KYon-siteinternship20h ago

EntryMicrosoft Office

2027 Summer Business Accounting & Advisory Internship

Louisville, KYon-siteinternship20h ago

EntryMicrosoft Office

2027 Summer Business Accounting & Advisory Internship

Indianapolis Officeon-siteinternship20h ago

EntryMicrosoft Office

Wealth Management — 2 roles

Wealth Management Intern

Indianapolis Officehybridinternship20h ago

EntryMicrosoft Office

Wealth Management Intern

Norfolk, VAhybridinternship20h ago

EntryMicrosoft OfficeBloombergYChartsHiddenLevers

Billing & Revenue Recognition Team — 1 role

Senior Billing & Revenue Associate

5 Locationshybridfull-time$60k – $70k20h ago

Mid2–4 yrsMicrosoft ExcelOrionAddepar

Built World — 1 role

Investment Associate

2 Locationshybridfull-time$100k – $115k20h ago

Business Integration & Change Management — 1 role

Business Integration & Change Management Associate

New York City, NYhybridfull-time$90k – $120k20h ago

Entry1–3 yrsMicrosoft Office SuiteOutlookWordExcel

Central Solutions — 1 role

Central Solutions Strategy Analyst Internship

New York City, NYon-siteinternship20h ago

EntryMicrosoft PowerPointMicrosoft ExcelMicrosoft 365ChatGPT

Human Resources — 1 role

Human Capital Business Partner

Denver, COhybridfull-time$110k – $125k20h ago

Mid7+ yrsHRISTableauPower BIExcel

Risk Management — 1 role

2027 Summer Risk Management Strategy Analyst Internship

Louisville, KYon-siteinternship20h ago

EntryMicrosoft ExcelPowerPointMicrosoft 365Claude

Shared Services Technology — 1 role

Senior Salesforce Developer

New York City, NYhybridfull-time$140k – $180k20h ago

Senior5+ yrsSalesforceJavascriptApexLWCs

Other — 43 roles

Summer 2027 Wealth Management Internship

Bowling Green, KYon-siteinternship20h ago

EntryCRMBloombergYChartsHiddenLevers

Billing & Revenue Associate

5 Locationshybridfull-time20h ago

Mid2–4 yrsMicrosoft ExcelOrionAddepar

Wealth Planner | New College Graduate 2027

Indianapolis Officeon-sitefull-time20h ago

EntryUp to 2 yrsSalesforceeMoneye-Money

Client & Custodian Data Management Senior Associate

7 Locationshybridfull-time$80k – $120k20h ago

SeniorOrionSalesforceAddepar

Business Development Associate

4 Locationshybridfull-time$75k – $85k20h ago

Mid1–4 yrsCRMSalesforceAI tools

Summer 2027 Wealth Management Internship

Elizabethtown, KYon-siteinternship20h ago

EntryMicrosoft OfficeCRMfinancial planning softwareBloomberg

Senior Wealth Planner

Nashville Officeon-sitefull-time20h ago

5+ yrsSalesforceeMoney

Client Relationship Associate

Chicago, ILhybridfull-time$60k – $75k20h ago

Entry2+ yrsSalesforce CRMMicrosoft 365OutlookWord

Client Portfolio Manager

Irvine, CAhybridfull-time$120k – $170k20h ago

Senior7–10 yrse-MoneySalesforcePowerPointWord

Los Altos, CAon-sitefull-time$165k – $175k20h ago

Senior7–10 yrse-MoneySalesforcePowerPointWord

Client Service Associate

Grand Rapids, MIhybridpart-time20h ago

Entry1–3 yrsCRM

Client Service Associate

Austin, TXon-sitefull-time$60k – $75k20h ago

Entry1–3 yrsCRM

Senior Wealth Planner

Pasadena, CAhybridfull-time$85k – $125k20h ago

Senior4+ yrsSalesforceeMoney

Client Service & Operations Administrator

Louisville, KYhybridfull-time20h ago

Entry2–4 yrsMicrosoft OfficeZoomTeamsRamp

West Conshohocken, PAon-sitefull-time$120k – $150k20h ago

Senior5–10 yrse-MoneySalesforcePowerPointWord

Practice Development Officer

San Francisco, CAhybridfull-time$200k – $225k20h ago

Senior10+ yrsCRMmarketing toolsfinancial planning software

Client Experience Director

West Conshohocken, PAhybridfull-time$100k – $130k20h ago

Spring 2027 Tax Intern

Cleveland, OHhybridinternship20h ago

EntryMicrosoft Office

Practice Development Officer

Los Angeles, CAhybridfull-time$200k – $225k20h ago

Senior10+ yrsCRMmarketing toolsfinancial planning software

Senior Tax Accountant

Irvine, CAhybridfull-time$100k – $150k20h ago

Senior5–7 yrsBloomberg TaxBNACCH Axcess Tax

Fort Worth, TXon-sitefull-time20h ago

Mid1–3 yrsCCH Axcess

Business Development Officer

4 Locationshybridfull-time$120k – $150k20h ago

Senior Client Service Associate

West Conshohocken, PAon-sitefull-time$70k – $85k20h ago

Senior5+ yrsCRM

Raleigh, NChybridfull-time20h ago

Senior6–8 yrsUltraTaxSureprep

Client Service Associate

San Francisco, CAhybridfull-time$90k – $120k20h ago

2–3 yrsMS OfficeSchwab InstitutionalFidelity InvestmentsBlack Diamond

Client Service Associate

Norfolk, VAon-sitefull-time20h ago

Client Service Associate | New College Graduate 2027

Norfolk, VAon-sitefull-time$60k – $65k20h ago

EntryUp to 5 yrsCRM

Client Service Associate

Albany Officeon-sitefull-time$65k – $75k20h ago

Mid5+ yrsQuickBooksExcelWordOutlook

Lansdowne Officeon-sitefull-time$120k – $175k20h ago

Senior7–10 yrse-MoneySalesforcePowerPointWord

Investment Associate - Technology & Media

3 Locationshybridfull-time$100k – $115k20h ago

Billing & Revenue Manager

7 Locationshybridfull-time$125k – $150k20h ago

Lead7+ yrsOrionAddeparExcelSchwab

Boston, MAhybridfull-time$125k+20h ago

Senior7+ yrsThomson Reuters

Boston, MAhybridfull-time$110k – $120k20h ago

Senior5+ yrsSalesforceeMoney

Client Service Associate

New York City, NYhybridfull-time$67k – $75k20h ago

Entry1–3 yrsMicrosoft OfficeExcelCRMSalesforce

Boston, MAhybridfull-time$85k – $95k20h ago

Mid2–5 yrsSalesforceeMoneye-Money

Insurance Coordinator

Nashville Officeon-sitefull-time$60k – $70k20h ago

Mid1–4 yrsMicrosoft OfficeExcelOutlookWord

Portfolio Reporting Manager – Orion & Addepar

New York City, NYremotefull-time$130k – $160k20h ago

Senior7–10 yrsAddeparOrionSalesforceMicrosoft Excel

El Segundo Officehybridfull-time$80k – $95k20h ago

Mid2–4 yrsCCH AxcessSure PrepSafe SendMicrosoft Excel

Summer 2027 Wealth Management Internship

Cincinnati, OHhybridfull-time20h ago

EntryMicrosoft OfficeCRMfinancial planning software

Institutional Marketing Lead

3 Locationshybridfull-time$180k – $220k20h ago

Senior15–20 yrs

Summer 2027 Wealth Management Internship

Louisville, KYon-siteinternship20h ago

EntryMicrosoft OfficeCRMfinancial planning softwareBloomberg

El Segundo Officehybridfull-time$140k – $160k20h ago

7–10 yrse-MoneySalesforcePowerPointWord

Strategic Engagement Team Relationship Manager

Louisville, KYhybridfull-time$90k – $110k20h ago

Senior7+ yrsMicrosoft OfficeMicrosoft WordMicrosoft PowerPointMicrosoft Excel

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