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.

The Wealth Management Associate will support Wealth Advisors in servicing high net worth clients, handling administrative tasks, maintaining client relationships, analyzing financial situations, and assisting in financial planning activities.