Tax Associate

Curi Capital • Chicago, CO

12d • Hybrid

About The Position

Curi Capital is seeking a Tax Associate to join its growing Tax Team. This role is crucial in delivering high-quality tax preparation, compliance, and advisory services to high-net-worth individuals, families, and their related entities. The Tax Associate will collaborate with experienced Tax Strategists and the Wealth Management team to develop integrated client solutions. This position offers hands-on exposure to various financial disciplines within a nationally recognized RIA, opportunities for skill development, and long-term career growth.

Requirements

• Bachelor’s degree in Accounting, Finance, or related field required
• Three to four years of relevant tax experience in a CPA firm, RIA, or financial services environment preferred
• Proficiency in Microsoft Office
• 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

Nice To Haves

• CPA or MST preferred (or actively pursuing certification)
• experience with Lacerte or similar tax software preferred

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

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: Mid Level