Jobs at Curi Capital

As a Tax Associate, you'll prepare tax returns, assist with tax compliance, collaborate with stakeholders, and manage client engagements while supporting strategic planning and policy development.

Serve as the officefirst point of contact and HR administrative partner: greet visitors, manage calls and office operations, coordinate onboarding/offboarding and recruiting logistics, maintain employee records and HR systems, support engagement and training initiatives, and handle confidential information with discretion.

The Wealth Advisor will provide wealth planning advice, grow client relationships, and ensure comprehensive financial wellness for clients while collaborating on best practices within the team.

The Equity Research Analyst will analyze companies to provide investment insights, conduct due diligence, and support portfolio management within a collaborative team environment.

The Director of Tax Services will lead the development and management of Curi Capital's in-house tax practice, oversee tax return preparation, and collaborate with wealth advisors to integrate tax strategy into financial planning.

Lead and scale the People function at a growing RIA: advise executive leadership, design multi-year people strategy, oversee talent acquisition, performance management, compensation, compliance, learning and development, employee relations, workforce planning, HR operations, and People team development to support growth, succession, and culture.