Senior Tax Associate

The Norris Group; Maryland; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

401(k) matching

Training & development

Job summary

The Norris Group is seeking a Senior Tax Associate to join our Client Tax & Advisory Services team. This advanced tax role involves ownership of complex engagements, client relationships, and workflow coordination.

You will prepare complex returns, review work, research tax matters, and mentor developing tax professionals. The ideal candidate combines strong tax knowledge with sound judgment, clear communication, and the ability to move work forward independently, while collaborating across

Qualifications

• CPA or EA certification required.
• Bachelor's degree in accounting, taxation, finance, or related field.
• Progressive public accounting tax experience with complex return preparation.
• Strong knowledge of federal, state, local, and multistate tax compliance.
• Ability to independently conduct client consultations and communicate service recommendations.
• Experience coordinating work and mentoring colleagues.
• Ability to work collaboratively across departments.

Responsibilities

• Prepare complex tax returns for individuals, corporations, partnerships, trusts, and other assigned entities.
• Perform first-level reviews and provide clear review notes.
• Research tax matters and elevate complex or uncertain positions.
• Conduct pre-engagement consultations and discovery meetings with clients.
• Develop service recommendations and transition clients from onboarding to service delivery.
• Mentor Tax Associates and reinforce tax procedures and standards.

Skills

Communication

Mentoring

Independence

Client consulting

Tax research

Education

Bachelor's degree in accounting, taxation, finance, or related field

CPA or EA certification

Job description

Benefits:

• 401(k)
• Health insurance
• Paid time off
• 401(k) matching
• Training & development

About the Role

The Norris Group, we help businesses and individuals thrive through expert tax, accounting, and business advisory services. We combine technology, disciplined processes, and a client-focused approach to deliver practical solutions and lasting value. Our team is committed to integrity, excellence, collaboration, continuous growth, and improvement.

We are seeking an experienced Senior Tax Associate to join our Client Tax & Advisory Services team. This is an advanced tax role for a professional who is ready to take greater ownership of complex tax engagements while also contributing to client relationships, team development, and workflow coordination. You'll prepare complex returns, perform first-level reviews, research tax matters, work directly with clients, and help mentor developing tax professionals. The ideal candidate combines strong technical tax knowledge with sound judgment, clear communication, and the ability to move work forward independently.

What You'll Do
Tax Preparation & Review

• Prepare complex individual, corporate, partnership, trust, and other assigned tax returns and supporting workpapers.
• Perform first-level reviews and provide clear, timely review notes.
• Research and resolve tax matters within your level of authority and appropriately elevate complex or uncertain positions.

Client Consultation & Relationship Support

• Conduct pre-engagement consultations and discovery meetings within approved scope.
• Evaluate prospective client needs and identify appropriate service opportunities.
• Develop preliminary service recommendations and implementation considerations.
• Help transition clients from consultation through onboarding and service delivery.
• Conduct follow-up after consultations and engagements and identify additional tax, planning, advisory, accounting, or other service needs.

Team & Workflow Leadership

• Help coordinate daily assignments, priorities, handoffs, and status communication.
• Mentor Tax Associates and reinforce strong tax procedures, documentation practices, consultation standards, and quality expectations.
• Collaborate across the client lifecycle to support organized, responsive service delivery.

What We're Looking For

• CPA or EA required.
• Bachelor's degree in accounting, taxation, finance, or a related field, or equivalent relevant experience.
• Progressive public accounting tax experience with complex tax return preparation, workpapers, and first-level review.
• Strong knowledge of federal, state, local, and multistate tax compliance.
• Ability to independently conduct client consultations and communicate service recommendations.
• Experience coordinating work and mentoring colleagues.
• Ability to work collaboratively across multiple departments when appropriate to the assignment.

What Success Looks Like

The right candidate will bring strong technical tax experience, sound judgment, and a commitment to delivering high-quality client service. They will take ownership of their work, manage priorities effectively, communicate confidently with clients and colleagues, and help keep engagements moving forward. They will be comfortable handling complex assignments independently, recognize when collaboration or leadership involvement is needed, and enjoy mentoring and supporting developing tax professionals.

Candidate Assessment

Candidates selected to move forward following the initial interview will be required to complete a technical assessment as part of the interview process. The assessment is designed to evaluate the tax knowledge and technical skills relevant to this position.

Flexible work from home options available.