About the Role

We are seeking a Tax Associate to join our growing company. At Curi Capital, we believe that working together we have better outcomes. 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

As a Tax Associate, you’ll step into a key role on our growing Tax Team, where you’ll help deliver high‑quality tax preparation, compliance, and advisory services to high‑net‑worth individuals, families, and their related entities. You’ll collaborate closely with experienced Tax Strategists and our Wealth Management team, giving you the opportunity to contribute to integrated, thoughtful client solutions from day one.

In this role, you’ll gain hands‑on exposure across multiple financial disciplines within a nationally recognized RIA. You’ll build meaningful skills, work alongside seasoned professionals, and have access to long‑term opportunities to grow your career and deepen your expertise.

Key Responsibilities

• 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
• 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
• Keep partners and client service teams informed on engagement progress and key issues
• Serve as liaison with third-party outsourced providers when applicable
• Participate in client proposals and new business opportunities as needed
• Manage multiple engagements and meet deadlines, including occasional extended hours during peak filing periods

Experience & Education

• Bachelor’s degree in Accounting, Finance, or related field required
• CPA or MST preferred (or actively pursuing certification)
• Three to four years of relevant tax experience in a CPA firm, RIA, or financial services environment preferred

Skills & Qualifications

• Proficiency in Microsoft Office; experience with Lacerte or similar tax software preferred
• Strong analytical and problem-solving abilities
• Excellent written and verbal communication skills
• Highly organized with strong time management skills
• Detail-oriented and deadline-driven
• Self-starter who demonstrates accountability and ownership
• Collaborative team player aligned with our values of teamwork and inclusion
• Ability to work effectively in a hybrid environment

#Hybrid

#Chicago, Illinois

#Denver, Colorado

#Raleigh, North Carolina

#Washington, DC

#Milwaukee, Wisconsin

The Role

We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. 

Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.  

This is a hybrid role located in our Denver office located in Cherry Creek - 250 Fillmore Street, Suite 600. Team members are expected to come into the office three days a week. 

Key Responsibilities:

• Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include: 
  • Financial planning and budgeting
  • Holistic balance sheet advisement (including cash and debt)
  • Asset allocation and investments
  • Estate and tax planning
  • Insurance analysis and review 
  • Charitable Strategy
• Responsible for growing business through business development and referral generation from clients 
• Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients 
• Demonstrate a genuine involvement in the local community
• Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships

Key Skills:

• Team-oriented, relationship-driven advisor
• High integrity, honest, respectful individual
• Curious and coachable disposition
• Passionate about serving clients
• Strong ability to foster relationships both externally and internally
• Demonstrated strong work ethic 
• Good communicator with superior written and oral communication skills
• High attention to detail and well organized
• Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives.
• High standards of professionalism while working with clients and team members

Key Qualifications:

• Certified Financial Planner (CFP) designation - required
• Five years of relevant experience managing all facets of wealth management - required
• Bachelor’s degree - required
• Experience serving physicians is preferred but not required 
• Demonstrate strong, established client relationships  
• Experience with financial planning software (MoneyGuide or eMoney)

Location

Denver, Colorado

This is a hybrid role located in our Denver office located in Cherry Creek - 250 Fillmore Street, Suite 600. Team members are expected to come into the office three days a week. 

The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate in our Denver, Colorado office. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. 

You will have a significant impact on the client’s impression and trust in the firm. Accuracy and timeliness of work and communications is critical. 

In this role, you will understand how processes and products work together in a client’s portfolio. Once a minimum of one year’s experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

• Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
• Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
• Analyze and evaluate the financial status of clients and prospects
• Participate in 1-4 client or prospect meetings or calls each week
• Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
• Demonstrate critical thinking and good judgment in all situations
• Research and communicate the resolution of complex problems and implement solutions
• Ensure completion of internal projects
• Develop and present financial planning recommendations, including but not limited to, retirement and education projections
• Provide effective, timely and proactive communication with clients, colleagues and third parties 

Key Skills

• Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
• Demonstrated ability to build mutually beneficial relationships required
• Demonstrated ability to multi-task and prioritize work required
• Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
• Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
• Ability to work in a collaborative team environment required
• Excellent written and oral communication skills required

Key Qualifications

• One to three years of experience in Wealth Management preferred
• Undergraduate degree or equivalent work experience required
• Education or experience in business, economics, or finance and/or experience working with the public preferred
• Exposure to wealth management or financial services and experience servicing customers preferred 
• Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses

• Series 65 recommended or willingness to obtain upon hiring
• CFP recommended or willingness to obtain within one year

The Role

We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives. 

Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.  

Key Responsibilities:

• Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include: 
  • Financial planning and budgeting
  • Holistic balance sheet advisement (including cash and debt)
  • Asset allocation and investments
  • Estate and tax planning
  • Insurance analysis and review 
  • Charitable Strategy
• Responsible for growing business through business development and referral generation from clients 
• Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients 
• Demonstrate a genuine involvement in the local community
• Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships

Key Skills:

• Team-oriented, relationship-driven advisor
• High integrity, honest, respectful individual
• Curious and coachable disposition
• Passionate about serving clients
• Strong ability to foster relationships both externally and internally
• Demonstrated strong work ethic 
• Good communicator with superior written and oral communication skills
• High attention to detail and well organized
• Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives.
• High standards of professionalism while working with clients and team members

Key Qualifications:

• Certified Financial Planner (CFP) designation - required
• Five years of relevant experience managing all facets of wealth management - required
• Bachelor’s degree - required
• Experience serving physicians is preferred but not required 
• Demonstrate strong, established client relationships  
• Experience with financial planning software (MoneyGuide or eMoney)