Director of Tax Services

Curi Capital • Chicago, IL

1d • Hybrid

About The Position

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. You’ll 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 we’re bringing 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 — you’ve 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.

Responsibilities

• Lead the strategy, design, and launch of Curi Capital’s 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.
• 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 that’s integrated with each client’s 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.

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: Manager
• Education Level: No Education Listed