Director of Tax Services

At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to work in the office three days a week. We have locations across the country and welcome candidates to apply that live and work in one of our seven main locations:

Chicago, Illinois; Denver, Colorado; Milwaukee, Wisconsin; Raleigh, North Carolina; Washington DC; St. Joe, Michigan; Edina, Minnesota

Curi Capital is hiring a Tax Director to design, launch, and lead our in-house tax practice from the ground up inside our Practice Management department. This is a rare opportunity to step out of the rinse-and-repeat cycle of a traditional public accounting firm and architect a modern, integrated tax offering inside a growing Registered Investment Advisor.

You’ll set the standards, choose the tools, shape the team, and sign the returns — all while working alongside partnered our current Tax Strategists and Wealth Advisors who treat tax as a core part of the client experience, not an afterthought.

This tax offering is designed to serve two distinct client segments inside our business: Wealth Advisory, generally working with households generally between $2M and $20M, and Wealth Builder, serving households generally between $150K and $2M. Our Practice Management team supports both client and advisor experience across these business lines, and tax is the next frontier we’re bringing in-house.

• Lead the strategy, design, and launch of Curi Capital’s in-house tax practice across our Wealth Advisory and Wealth Builder business lines.
• Oversee and sign individual, trust, and entity tax returns for clients across both service tiers. The pipeline of clients is ready for you.
• Build the playbook — workflows, quality controls, software stack, client deliverables, and pricing — with the support of leadership and a dedicated tax associate.
• Partner closely with Wealth Advisors to deliver proactive, planning-driven tax work that’s integrated with each client’s broader financial picture.
• Manage and develop a dedicated Tax Associate, with the opportunity to grow the team as the practice scales.
• Stay ahead of federal and state tax law changes and translate them into clear guidance for clients and advisors.

• Active CPA license (or equivalent credential authorizing you to sign federal tax returns, such as EA) required.
• Five plus years of public accounting experience, with meaningful exposure to high-net-worth individual, trust, and pass-through entity returns required.
• Three to five years of managerial experience — you’ve reviewed work, coached associates, and owned the quality of what goes out the door.
• Hands-on proficiency with professional tax software such as Intuit Lacerte, CCH Axcess / ProSystem fx, or BNA Income Tax Planner.
• Strong organizational instincts — you build systems instead of just working harder inside broken ones.
• Excellent communication skills, with the ability to translate technical tax concepts into plain language for clients and advisors.
• Genuine excitement about building something from the ground up rather than inheriting an established book.

• Founder-style scope — you’re not just running a tax department, you’re creating one.
• Integrated practice — work shoulder-to-shoulder with wealth advisors instead of getting handed 1099s in March.
• Clear reporting line — you’ll report directly to the Director of Practice Management, with executive visibility from day one.
• Better cadence — a planning-driven model designed to smooth out the brutal compression of traditional public accounting busy seasons.