Senior Tax Associate

The role

You will deliver tax preparation, compliance, and advisory services to high-net-worth individuals, families, and related entities. You will work directly with the Tax Director and collaborate with the Wealth Management team.

What you will do

• Coordinate and collaborate with the Tax Director to deliver Tax Services
• Serve as liaison with clients, internal stakeholders, and third-party providers
• Prepare federal and state tax returns for individuals, partnerships, S corporations, trusts, estates, and gifts
• Assist with tax compliance and strategic planning engagements
• Coordinate collection and organization of client tax information
• Manage engagement workflow timelines
• Research federal, state, and local tax matters
• Support the development and refinement of scalable tax policies and procedures
• Collaborate cross-functionally with Wealth Management and other business lines
• Work with the Tax Director on engagement strategy

Required qualifications

• Bachelor's degree in Accounting, Finance, or related field
• Two to four years of relevant tax experience, including internships, in public accounting, a CPA firm, RIA, or financial services environment

Nice to have

• CPA or MST preferred
• Actively pursuing CPA certification

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short-term disability
• Long-term disability
• Flexible time off
• 13 paid holidays annually
• CPA exam support: reimbursement for exam prep coursework and exam sitting fees

Before you apply

• CPA exam support and signing bonus are contingent on one year of continued employment

About the company

Curi Capital is a national registered investment advisory firm based in Chicago. It is ranked among Barron’s Top 100 Independent Registered Investment Advisors globally.