Director of Tax Services

Curi Capital • Washington, DC

4h • $170,000 - $200,000 • Hybrid

About The Position

Curi Capital is hiring a Tax Director to design, launch, and lead its in-house tax practice from the ground up within the Practice Management department. This role offers a unique opportunity to create a modern, integrated tax offering within a growing Registered Investment Advisor firm, moving away from the traditional public accounting model. The Director will establish standards, select tools, build the team, and sign tax returns, collaborating with existing Tax Strategists and Wealth Advisors. The tax practice will serve two client segments: Wealth Advisory (households $2M-$20M) and Wealth Builder (households $150K-$2M). The Practice Management team supports both client and advisor experiences, and tax is the next area being brought in-house.

Requirements

• 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 (reviewing work, coaching associates, owning quality).
• Hands-on proficiency with professional tax software such as Intuit Lacerte, CCH Axcess / ProSystem fx, or BNA Income Tax Planner.
• Strong organizational instincts; ability to build systems.
• 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.

Responsibilities

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

Benefits

• Comprehensive health benefits, including medical, dental, vision, and life insurance.
• Education assistance.
• Annual bonus opportunity.
• 401(k) with employer match.
• Short-term and long-term disability.
• Flexible time off.
• 13 paid holidays annually.

What This Job Offers

• Job Type: Full-time
• Career Level: Director