Director of Tax Services

About the role

Curi Capital is hiring a Director of Tax Services 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.

What You’ll Do

• 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.

What We’re Looking For

• Active CPA license (or equivalent credential authorizing you to sign federal tax returns, such as EA)
• Five plus years of public accounting experience, with meaningful exposure to high-net-worth individual, trust, and pass-through entity returns
• 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

Why This Role

• 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
• Better cadence — a planning-driven model designed to smooth out the brutal compression of traditional public accounting busy seasons

Pay

The base salary will be commensurate with an individual's work experience and educational background. US Pay Range: $170,000 - $200,000 USD

Our Vision

We are the trusted partner in medicine, business, and life. We provide valued advice and support to help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values

• Accountability: We are driven to act, work with integrity, and deliver results
• Curiosity: We ask and listen, stay curious, and are eager to learn
• Teamwork: We build strong relationships, celebrate success, and partner for greater impact
• Inclusion: We respect, recognize, and encourage the differences that make us stronger—we are better together
• Built On; Service Commitment: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities

Our Benefits

• Comprehensive health benefits, including medical, dental, vision, and life insurance
• Education assistance
• Annual bonus opportunity
• 401(k) with employer match
• Short-term and long-term disability
• Flexible time off
• 13 paid holidays annually