What are the responsibilities and job description for the Senior Tax Associate position at Curi Capital?
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 Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.
Hybrid Work
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.
The Role
We are seeking a Senior Tax Associate to join our growing Tax Team in our Washington, D.C. office. In this role, you'll work directly alongside our Tax Director — not several layers removed — gaining hands-on mentorship and real exposure to complex, high-net-worth tax work from day one. You'll help deliver high-quality tax preparation, compliance, and advisory services to high-net-worth individuals, families, and their related entities, while collaborating closely with our Wealth Management team to contribute to integrated, thoughtful client solutions.
This is a growth-track role: we're looking for someone early in their tax career who wants to be developed, not someone who already needs a senior title. We invest the time to train the right person the right way.
No billable hour requirements. You won't be tracking your day in six-minute increments or chasing a utilization target — your focus is doing excellent work for clients, not logging time against it. This is one of the clearest ways our environment differs from a traditional public accounting firm.
Key Responsibilities
- Coordinate and collaborate closely with our Tax Director to deliver Tax Services with in-house resources and our trusted external partners
- Serve as liaison with clients, internal stakeholders, and third-party outsourced providers
- 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 in partnership with our internal IT and Operations teams
- 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
- Work directly alongside the Tax Director on engagement strategy, keeping partners and client service teams informed on progress and key issues
- Participate in client proposals and new business opportunities as needed
- Manage multiple engagements and meet deadlines, including occasional extended hours during peak filing periods — without a billable-hour requirement attached
Qualifications
- Bachelor's degree in Accounting, Finance, or related field required
- CPA or MST preferred (or actively pursuing certification) — see CPA support below
- Two to four years of relevant tax experience, including internships, in public accounting, a CPA firm, RIA, or financial services environment
Compensation
- Base salary: $100,000 – $115,000, commensurate with experience with a performance bonus opportunity for hitting goal metrics
- CPA exam support: reimbursement for exam prep coursework and exam sitting fees for candidates actively pursuing their CPA, contingent on one year of continued employment following the bonus
- CPA signing bonus for candidates who already hold an active CPA license, contingent on one year of continued employment
The base salary will be commensurate with an individual's work experience and educational background.
US Pay Range
$100,000 - $115,000 USD
Our Vision: To be the trusted partner in medicine, business, and life.
Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.
Our Values:
- 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 stronger—we 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.
Review our Privacy Policy here.
Salary : $100,000 - $115,000