Director of Tax Services
Raleigh, NCAll locationsRaleigh, NCChicago, IllinoisDenver, ColoradoWashington D.C.Milwaukee, WisconsinSt. Joe, MichiganEdina, Minnesota On-site
$170,000–$200,000 a yearJobFig found this opening at its original source and checks that it remains available.
About the role
Curi Capital is hiring a Tax Director 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. You’ll set the standards, choose the tools, shape the team, and sign the returns — all while working alongside partnered our current Tax Strategists and Wealth Advisors who treat tax as a core part of the client experience, not an afterthought.
What you'll bring
- Active CPA license (or equivalent credential authorizing you to sign federal tax returns, such as EA) required.
- Five plus years of public accounting experience, with meaningful exposure to high-net-worth individual, trust, and pass-through entity returns required.
- 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.