---
title: 'Tax Associate at Curi Capital'
canonical: 'https://feeny.ai/job/tax-associate-curi-capital-denver-a6h9jpp9t43f'
type: 'job'
last_seen: '2026-09-06'
---

# Tax Associate at Curi Capital

- **Company:** Curi Capital
- **Location:** Denver, CO / Chicago, IL / Raleigh, NC / Edina, MN / Washington, DC / Milwaukee, WI
- **Compensation:** $85k–$100k
- **Posted:** 2026-02-16
- **Last confirmed live:** 2026-09-06
- **Apply:** https://job-boards.greenhouse.io/curicapital/jobs/4134512009

## Job description

## About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.

Location

At Curi Capital, we believe that working together we have better outcomes. Team members are strongly encouraged to come into the office three days a week. 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

## About the Role

We are seeking a Tax Associate to join our growing company. 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 base salary will be commensurate with an individual's work experience and educational background.

US Pay Range $85,000—$100,000 USD

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we 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 Curi Capital offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance. Other benefits for eligible team members include education assistance, annual bonus opportunity, 401(k) with employer match, short-term and long-term disability, flexible time off, and 13 paid holidays annually.

Review our Privacy Policy [here.](https://curi.com/curi-careers-privacy-policy_greenhouse-recruiting/)

## About Curi Capital

## Company Overview
- **One-liner**: Curi Capital is a fiduciary wealth management firm that provides financial planning, investment management, and retirement plan solutions to individuals, families, institutions, and employers.
- **Entity Type**: Private (bootstrapped, no external funding rounds publicly disclosed)
- **Headquarters**: Chicago, Illinois, USA (with offices in Denver, CO; Washington, D.C.; Milwaukee, WI; Raleigh, NC; St. Joe, MI; Oakbrook, IL; Lake Forest, IL; Edina, MN)
- **Founded**: 2005 (originally as RMB Capital by Dick Burridge and Fred Paulman)
- **Founders**: Richard M. Burridge (Executive Chairman) and Fred Paulman

## Core Business
- **Primary industry**: Wealth Management / Financial Services
- **Target customers**: B2C (individuals, families), B2B (institutions, employers for retirement plans)
- **Mission or purpose statement**: "We believe a financial plan should answer to your life, not the other way around." The firm is built on a conviction to provide independent, thoughtful advice and help clients "build wealth with intention and clarity."

## Products & Services
- **Wealth Management**: Comprehensive financial planning and investment management under one roof, built around client goals and coordinated by a team-based approach.
- **Investment Management**: Proprietary, actively managed in-house investment strategies across public and private markets, including SMID Cap Core, Fixed Income, and Private Markets.
- **Family Office Services**: Sophisticated guidance for families navigating multi-generational wealth, including preservation and transfer planning.
- **Retirement Plan Solutions**: Fiduciary guidance and team-based retirement plan design, management, and ongoing administration for employers.
- **Wealth Builder**: A scaled offering for individuals and families whose planning needs don't require the full depth of traditional wealth management, with advisor support and planning tools designed to evolve across life stages.

## Market Standing
- **Valuation/Market Cap**: Not publicly available (private firm)
- **Key Metric**: Estimated assets under administration (AUA) of approximately $20+ billion as of 3/31/2026 (based on firm disclosures); 97% Annual Client Revenue Retention rate (average over prior five years as of 12/31/2025)
- **Notable Investors/Partners**: Not applicable (bootstrapped); key partners include the merger with Curi Capital (2024) which expanded national reach.
- **Growth Signals**: Merged with Curi Capital in January 2024 to become Curi RMB Capital, then rebranded back to Curi Capital in July 2025; ranked among Chicago’s largest wealth management firms by Crain’s; Denver office earned fourth straight "Best Place to Work" recognition; SMID Cap Core Strategy earned PSN Top Guns Recognition for Q4 2025.

## Competitive Advantages
- **Fiduciary standard**: Legally bound to put client interests first, not product profitability.
- **Integrated model**: Financial planning and investment management teams sit together, work together, ensuring nothing falls between the cracks.
- **In-house investment management**: Proprietary, active research and management by the same professionals who work directly with client advisory teams.
- **Independent, employee-owned**: No external shareholder pressure, allowing long-term, client-focused decision-making.
- **National footprint with local presence**: Offices in 10 U.S. cities, combining scale with personalized service.

## Strategic Focus
- **Growth through integration**: Continuing to build on the 2024 merger with Curi Capital to expand national reach and capabilities.
- **Deepening client relationships**: Emphasizing a team-based, coordinated approach to serve clients across life stages and wealth levels.
- **Talent development**: Investing in employee growth through comprehensive Learning & Development programs, mentorship, and career pathing.
- **Culture as differentiator**: Maintaining a strong, values-driven culture (Accountability, Curiosity, Teamwork, Inclusion, Service Commitment) to attract and retain top talent.

## Why Work Here
- **Culture & Values**: The firm is consistently cited by employees as one of the best things about working there. Values include Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment. A formal "Employee Trust" group gathers anonymous feedback annually, and employees consistently give high marks for feeling at home, proud to work there, and cared for.
- **Learning & Development**: Comprehensive program including Curi Capital University classes, lunch and learns, DEI training, professional accreditation support, continuing education, and career pathing.
- **Mentorship Program**: Peer-to-peer mentorship fosters connections, cultural integration, and career development.
- **Work Environment**: Hybrid/office policy varies by role and location (offices in Chicago, Denver, Washington D.C., Milwaukee, Raleigh, and more). The firm emphasizes work-life blend, team-building events, book clubs, happy hours, volunteer opportunities, family picnics, and sports outings.
- **Recognition**: Denver office named "Best Place to Work" for four consecutive years; firm ranked among Chicago's largest wealth management firms by Crain's.
- **Open Roles (as of mid-2026)**: Client Services Associate, Tax Associate, Wealth Advisor, Wealth Management Associate, Senior Analyst - Manager Research, Fixed Income Portfolio and Client Administrator, Application and Data Solutions Generalist.

## Sources
1. [curicapital.com](https://curicapital.com/about-us/)
2. [curicapital.com](https://curicapital.com/careers/)
3. [curicapital.com](https://curicapital.com/our-culture/)
4. [job-boards.greenhouse.io](https://job-boards.greenhouse.io/curicapital)
5. [curicapital.com](https://curicapital.com/)

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