Teams at Curi Capital

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.

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.

As a Client Services Associate, you will support the Wealth Management team through administrative tasks, maintain client records, resolve issues, and ensure timely communication with clients and custodians.