Teams 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.