Tax Associate

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.

Location

At Curi Capital we believe that working together we have better outcomes. Team members are strongly encouraged to come into 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

About the Role

We are seeking a Tax Associate to join our growing company. As a Tax Associate youll step into a key role on our growing Tax Team where youll help deliver highquality tax preparation compliance and advisory services to highnetworth individuals families and their related entities. Youll collaborate closely with experienced Tax Strategists and our Wealth Management team giving you the opportunity to contribute to integrated thoughtful client solutions from day one.

In this role youll gain handson exposure across multiple financial disciplines within a nationally recognized RIA. Youll build meaningful skills work alongside seasoned professionals and have access to longterm opportunities to grow your career and deepen your expertise.

Key Responsibilities

• Prepare federal and state tax returns for individuals partnerships S corporations trusts estates and gifts
• Assist with tax compliance and strategic planning engagements for high-net-worth individuals families and closely held businesses
• Coordinate the collection and organization of client tax information and manage engagement workflow timelines
• Research federal state and local tax matters and communicate findings clearly to internal stakeholders
• Support the development and refinement of scalable tax policies and procedures
• Collaborate cross-functionally with Wealth Management and other business lines to deliver holistic client solutions
• Keep partners and client service teams informed on engagement progress and key issues
• Serve as liaison with third-party outsourced providers when applicable
• Participate in client proposals and new business opportunities as needed
• Manage multiple engagements and meet deadlines including occasional extended hours during peak filing periods

Experience & Education

• Bachelors degree in Accounting Finance or related field required
• CPA or MST preferred (or actively pursuing certification)
• Three to four years of relevant tax experience in a CPA firm RIA or financial services environment preferred

Skills & Qualifications

• Proficiency in Microsoft Office; experience with Lacerte or similar tax software preferred
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Highly organized with strong time management skills
• Detail-oriented and deadline-driven
• Self-starter who demonstrates accountability and ownership
• Collaborative team player aligned with our values of teamwork and inclusion
• Ability to work effectively in a hybrid environment

#Hybrid

#Chicago Illinois

#Denver Colorado

#Raleigh North Carolina

#Washington DC

#Milwaukee Wisconsin

• 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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