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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.

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.