Senior Tax Associate: High-Net-Worth Tax & Strategy

Curi Capital; Washington (District of Columbia); Hybrid; USD 100,000 - 115,000; Full time

Benefits offered by this job

Health benefits

Education assistance

401(k) with employer match

Annual bonus

Disability insurance

Flexible time off

13 paid holidays

Job summary

Curi Capital in Washington, DC is seeking a Senior Tax Associate to join the Tax Team. You'll work directly with the Tax Director, gaining hands-on mentorship and exposure to complex, high-net-worth tax work from day one.

This growth-track role emphasizes training over title, with no billable-hour requirements; you will deliver tax preparation, compliance, and advisory services for individuals, families, and related entities, in coordination with Wealth Management.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA or MST preferred (or actively pursuing certification) — see CPA support below
• Two to four years of relevant tax experience, including internships, in public accounting, a CPA firm, RIA, or financial services environment

Responsibilities

• Coordinate and collaborate closely with our Tax Director to deliver Tax Services with in‑house resources and our trusted external partners
• Serve as liaison with clients, internal stakeholders, and third‑party outsourced providers
• Prepare federal and state tax returns for individuals, partnerships, S corporations, trusts, estates, and gifts
• Assist with tax compliance and strategic planning engagements for high‑net‑worth individuals, families, and closely held businesses
• Coordinate the collection and organization of client tax information and manage engagement workflow timelines in partnership with our internal IT and Operations teams
• Research federal, state, and local tax matters and communicate findings clearly to internal stakeholders
• Support the development and refinement of scalable tax policies and procedures
• Collaborate cross‑functionally with Wealth Management and other business lines to deliver holistic client solutions
• Work directly alongside the Tax Director on engagement strategy, keeping partners and client service teams informed on progress and key issues
• Participate in client proposals and new business opportunities as needed
• Manage multiple engagements and meet deadlines, including occasional extended hours during peak filing periods — without a billable‑hour requirement attached

Education

Bachelor's degree in Accounting, Finance, or related field

CPA or MST preferred (or actively pursuing certification)

Job description

Curi Capital in Washington, DC is seeking a Senior Tax Associate to join the Tax Team. You'll work directly with the Tax Director, gaining hands-on mentorship and exposure to complex, high-net-worth tax work from day one.

This growth-track role emphasizes training over title, with no billable-hour requirements; you will deliver tax preparation, compliance, and advisory services for individuals, families, and related entities, in coordination with Wealth Management.