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 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.
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, you’ll step into a key role on our growing Tax Team, where you’ll help deliver high‑quality tax preparation, compliance, and advisory services to high‑net‑worth individuals, families, and their related entities. You’ll 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, you’ll gain hands‑on exposure across multiple financial disciplines within a nationally recognized RIA. You’ll build meaningful skills, work alongside seasoned professionals, and have access to long‑term 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
- Bachelor’s 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
The base salary will be commensurate with an individual's work experience and educational background.
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.