Curi RMB Capital LLC is a rapidly growing Chicago-based investment advisory firm with more than $13 billion in assets under management. We are seeking a Senior Tax Associate to join the team in our Milwaukee, WI office.
At Curi RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours to give our employees the opportunity to build relationships by getting to know each other.
We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:
- Accountability
- Curiosity
- Teamwork
- Inclusion
- Service Commitment
We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.
Curi RMB has grown dramatically since its founding in 2005 to be counted among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, Oakbrook Terrace, Illinois, Raleigh, North Carolina, St. Joseph, Michigan, and Washington D.C.
About The Role
We offer holistic financial services to high-net-worth individuals and families including investment advisory, income tax planning and compliance, financial and estate planning, risk management and other multi-family office services. We are seeking a confident, motivated, self-starter to join us. We seek to hire and develop employees who embody our standards of excellence. This position offers long-term career growth across multiple financial disciplines.
About the Role
- Provide tax compliance and advisory services to clients relating to individual, gift, trust, partnership, and corporate taxation.
- Manage workflow of tax services offering in conjunction with Tax Director.
- Prepare and review the work of other tax staff on large and complex tax engagements including calculations of estimated tax payments and tax extensions.
- Keep firm partners and client management teams informed on progress of various engagements as well as important issues discovered that need resolution.
- Research tax issues and findings that may impact clients’ federal, state, and local tax compliance and planning.
- Be liaison between Curi RMB Capital and third-party outsourced providers.
- Participate in client proposal opportunities and new business opportunities when required.
- Ability to manage increased workload while working evenings & weekends (when necessary) ahead of filing deadlines.
Responsibilities
- Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities:
- Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns
- Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning, and generation skipping tax
- Build on technical competence by keeping up to date on trends, developments and technical authorities and apply them to complex situations
- Learn and grow from direct and on the job mentoring along with participating in firm wide learning and development programs
- Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
Experience, Education and Skills
- Two or more years of relevant tax experience working in a CPA firm or financial services firm
- Undergraduate degree in accounting or business
- CPA or MST preferred
- Strong computer skills including proficiency with Microsoft Office Suite
- Strong knowledge of Lacerte Tax (or similar preparation software)
- Committed to professional and client service excellence
- Superior verbal and written communication skills
- Strong time management and organizational skills
- Detail and deadline oriented
- Committed to company values
- Self-starter with an aptitude for problem solving and decision making
- Analytical thinker
- Team Player
- Flexible; ability to work remotely and in the office
Perks
Benefits - We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, employee assistance program and pet insurance.
Hybrid Work, Stipend and Dress for Your Day - We have a hybrid work model where employees are encouraged to work at least 3 days in the office. We offer a Home Office Stipend to cover the cost of buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.
Wellness Program - We are committed to helping our employees live happy and healthy lives. We offer a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards and more by participating.
Appreciation - We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards and sabbaticals.
Volunteer Days - We are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about philanthropy which is why we allow our employees to take two additional paid days off from work to volunteer at a non-profit organization.
So—what do you think?
If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.
Curi RMB Capital is an independent investment advisory firm. To learn more, visit www.rmbcap.com.
Curi RMB Capital LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Curi RMB Capital LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.
