Education/Experience:
- Bachelor’s degree in accounting required
- 10+ years’ work experience, preferably some experience in both public accounting and industry
- CPA preferred
Key Competencies:
- Demonstrated technical abilities in select areas (accounting, regulatory, compliance, etc.)
- Good analytical, interpersonal, time management, research, and communications skills
- Must be able to effectively work with new and changing situations, including changing professional standards where there may not always be a readily apparent solution
Company Overview:
Cerity Partners is a leading, national registered wealth management and institutional consulting firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. Our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards. As a result, we will enjoy talking to you if:
- You understand the need to provide a world-class client experience
- You value the collaboration of insightful, experienced colleagues to deliver our services
- You demonstrate a strong affinity in financial services, exceptional communication, organization, and prioritization skills
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