Senior Tax Associate: HNW Tax & Growth Path

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

Benefits offered by this job

Health benefits (medical, dental, and,

401(k) with employer match

Education assistance

Annual bonus opportunity

CPA exam support

Job summary

Curi Capital LLC seeks a Senior Tax Associate to join our Washington, D.C. office. You will work directly with the Tax Director, handling high-net-worth tax work with mentorship and real exposure from day one.

We offer growth opportunities, no billable-hour pressure, and collaboration with Wealth Management to deliver integrated client solutions. Hybrid work requires three days in office weekly.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required.
• CPA or MST preferred (or actively pursuing certification).
• 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.

Skills

Tax planning

Client communication

Team collaboration

Education

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

CPA or MST preferred (or actively pursuing certification)

Job description

Curi Capital LLC seeks a Senior Tax Associate to join our Washington, D.C. office. You will work directly with the Tax Director, handling high-net-worth tax work with mentorship and real exposure from day one.

We offer growth opportunities, no billable-hour pressure, and collaboration with Wealth Management to deliver integrated client solutions. Hybrid work requires three days in office weekly.