Prepare and review complex tax returns for partnerships, corporations, trusts, and high-net-worth individuals. Provide proactive tax planning, consulting, and financial statement preparation while managing direct client relationships.
Cerity Partners
5 Remote Job Openings at Cerity Partners
Support the CRM conversion project by managing schedules, documentation, and stakeholder communication via tools like Asana and Confluence. Facilitate the onboarding of new advisors onto the Salesforce platform and maintain system metrics and operational processes.
Prepare and review complex tax returns for partnerships, corporations, trusts, and high-net-worth individuals. Provide proactive tax planning, consulting, and strategic project support while maintaining direct client relationships.
Platform Owner, Lead Generation Laboratory
Cerity Partners
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Full Time
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2 months ago
Cerity Partners
The Platform Owner will manage the Lead Generation Laboratory's data platforms and oversee the analyst team. They will ensure the integration of enrichment flows into Salesforce and maintain data quality across the firm's client base.
The Lead Lab Analyst II will monitor various filings and announcements to generate leads for the Capital Solutions and Practice Development teams. They will convert cold leads into warm opportunities and deliver researched lead lists with outreach recommendations.
