Senior Tax Associate — Complex Returns, Mentorship, Remote

The Norris Group; Annapolis (MD); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

401(k) matching

Training & development

Job summary

The Norris Group in Maryland is seeking an Experienced Senior Tax Associate to join our Client Tax & Advisory Services team. You will prepare complex returns, review workpapers, and conduct client consultations while mentoring developing tax professionals.

You will lead tax engagements, coordinate workflows, and maintain high-quality service across multiple departments. A CPA or EA and strong federal/state tax knowledge are required for this advanced role.

Qualifications

• 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.

Responsibilities

• 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 escape complex or uncertain positions.
• 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.
• 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.

Skills

CPA or EA

Client consultation

Mentoring

Tax research

Tax compliance knowledge

Communication

Education

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

Job description

The Norris Group in Maryland is seeking an Experienced Senior Tax Associate to join our Client Tax & Advisory Services team. You will prepare complex returns, review workpapers, and conduct client consultations while mentoring developing tax professionals.

You will lead tax engagements, coordinate workflows, and maintain high-quality service across multiple departments. A CPA or EA and strong federal/state tax knowledge are required for this advanced role.