Senior Tax Associate

Curi Capital • Washington, DC

3h • $100,000 - $115,000 • Hybrid

About The Position

Curi Capital is seeking a Senior Tax Associate for its growing Tax Team in Washington, D.C. The role delivers tax preparation, compliance, and advisory services to high-net-worth individuals, families, and related entities. The associate works directly alongside the Tax Director, receives hands-on mentorship, and collaborates with the Wealth Management team to develop integrated client solutions. This is a growth-track opportunity intended for someone early in their tax career who is interested in development and training. The position has no billable-hour requirement.

The role includes preparing federal and state returns, assisting with compliance and tax planning engagements, coordinating client information and engagement workflows, researching tax matters, and supporting scalable tax policies and procedures. It also involves communicating with clients and internal and external stakeholders, coordinating engagement strategy and progress with the Tax Director, and contributing to proposals and new business opportunities. Multiple engagements and deadlines must be managed, with occasional extended hours during peak filing periods.

The position is hybrid, with team members strongly encouraged to work in the office three days per week. Base salary is $100,000–$115,000, commensurate with experience, with a performance bonus opportunity. CPA exam preparation coursework and exam fees may be reimbursed for qualifying candidates pursuing a CPA, subject to a one-year continued-employment condition. Candidates who already hold an active CPA license may receive a CPA signing bonus, also subject to a one-year continued-employment condition.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• Two to four years of relevant tax experience, including internships, in public accounting, a CPA firm, an RIA, or a financial services environment.

Nice To Haves

• CPA or Master of Science in Taxation (MST), or actively pursuing a CPA certification.
• Active CPA license may qualify the candidate for a CPA signing bonus, subject to one year of continued employment.
• Candidates actively pursuing a CPA may qualify for reimbursement of exam preparation coursework and exam sitting fees, subject to one year of continued employment.

Responsibilities

• Coordinate and collaborate with the Tax Director to deliver tax services using in-house resources and 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 with 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 with Wealth Management and other business lines to deliver holistic client solutions.
• Work alongside the Tax Director on engagement strategy and keep partners and client service teams informed about 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.

Benefits

• Medical, dental, vision, and life insurance for eligible team members and their dependents.
• Education assistance.
• Annual bonus opportunity.
• 401(k) with employer match.
• Short-term and long-term disability.
• Flexible time off.
• 13 paid holidays annually.
• CPA exam preparation coursework and exam sitting fee reimbursement for eligible candidates pursuing a CPA, contingent on one year of continued employment.
• CPA signing bonus for candidates with an active CPA license, contingent on one year of continued employment.

What This Job Offers

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