Director of Tax Services

About Us

Curi Capital founded in 2005 is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients financial wellness. Our mission is focused on enriching the lives of our teammates clients partners and the communities in which we live and work. Curi Capital is perennially ranked among Barrons Top 100 Independent Registered Investment Advisors globally. Our valuesAccountability Curiosity Teamwork Inclusion and Service Commitmentare at the core of our culture.

At Curi Capital we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week. We have locations across the country and welcome candidates to apply that live and work in one of our seven main locations:

Chicago Illinois; Denver Colorado; Milwaukee Wisconsin; Raleigh North Carolina; Washington DC; St. Joe Michigan; Edina Minnesota

Curi Capital is hiring a Tax Director to design launch and lead our in-house tax practice from the ground up inside our Practice Management department. This is a rare opportunity to step out of the rinse-and-repeat cycle of a traditional public accounting firm and architect a modern integrated tax offering inside a growing Registered Investment Advisor.

Youll set the standards choose the tools shape the team and sign the returns all while working alongside partnered our current Tax Strategists and Wealth Advisors who treat tax as a core part of the client experience not an afterthought.

This tax offering is designed to serve two distinct client segments inside our business: Wealth Advisory generally working with households generally between $2M and $20M and Wealth Builder serving households generally between $150K and $2M. Our Practice Management team supports both client and advisor experience across these business lines and tax is the next frontier were bringing in-house.

• Lead the strategy design and launch of Curi Capitals in-house tax practice across our Wealth Advisory and Wealth Builder business lines.
• Oversee and sign individual trust and entity tax returns for clients across both service tiers. The pipeline of clients is ready for you.
• Build the playbook workflows quality controls software stack client deliverables and pricing with the support of leadership and a dedicated tax associate.
• Partner closely with Wealth Advisors to deliver proactive planning-driven tax work thats integrated with each clients broader financial picture.
• Manage and develop a dedicated Tax Associate with the opportunity to grow the team as the practice scales.
• Stay ahead of federal and state tax law changes and translate them into clear guidance for clients and advisors.

• Active CPA license (or equivalent credential authorizing you to sign federal tax returns such as EA) required.
• Five plus years of public accounting experience with meaningful exposure to high-net-worth individual trust and pass-through entity returns required.
• Three to five years of managerial experience youve reviewed work coached associates and owned the quality of what goes out the door.
• Hands-on proficiency with professional tax software such as Intuit Lacerte CCH Axcess / ProSystem fx or BNA Income Tax Planner.
• Strong organizational instincts you build systems instead of just working harder inside broken ones.
• Excellent communication skills with the ability to translate technical tax concepts into plain language for clients and advisors.
• Genuine excitement about building something from the ground up rather than inheriting an established book.

• Founder-style scope youre not just running a tax department youre creating one.
• Integrated practice work shoulder-to-shoulder with wealth advisors instead of getting handed 1099s in March.
• Clear reporting line youll report directly to the Director of Practice Management with executive visibility from day one.
• Better cadence a planning-driven model designed to smooth out the brutal compression of traditional public accounting busy seasons.

• Accountability: We are driven to act work with integrity and deliver results.
• Curiosity:We ask and listen stay curious and are eager to learn.
• Teamwork:We build strong relationships celebrate success and partner for greater impact.
• Inclusion:We respect recognize and encourage the differences that make us strongerwe are better together

Built On;

• Service Commitment: We demonstrate an unwavering commitment to our clients business partners teammates and communities.

Our Benefits
Curi Capital offers eligible team members and their dependents comprehensive health benefits including medical dental vision and life insurance. Other benefits for eligible team members include education assistance annual bonus opportunity 401(k) with employer match short-term and long-term disability flexible time off and 13 paid holidays annually.

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