Senior Tax Associate — Remote, Advisory & Mentorship

The Norris Group; Oregon; Hybrid; USD 110,000 - 170,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

401(k) matching

Training & development

Job summary

The Norris Group, a firm delivering expert tax, accounting, and business advisory services, seeks a Senior Tax Associate to own complex engagements, mentor tax professionals, and coordinate workflows within Client Tax & Advisory Services. You’ll work directly with clients and contribute to service delivery and growth.

Ideal candidates bring CPA or EA credentials, a strong tax background, and excellent communication to advance engagements and client relationships across multiple departments.

Qualifications

• Prepare complex individual, corporate, partnership, trust, and other 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.
• Conduct pre-engagement consultations and discovery meetings within approved scope.
• Develop preliminary service recommendations and implementation considerations.
• Help transition clients from consultation through onboarding and service delivery.
• Coordinate daily assignments, priorities, handoffs, and status communication.
• Mentor Tax Associates and reinforce strong tax procedures, documentation practices, consultation standards, and quality expectations.

Responsibilities

• Prepare complex individual, corporate, partnership, and trust returns.
• Review and document findings with clear notes.
• Consult with clients to identify needs and opportunities.
• Lead team through workflow and ensure quality standards.
• Coordinate assignments and handoffs among departments.

Skills

CPA or EA

Client consultation

Mentoring

Tax research

Work coordination

Communication

Education

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

Job description

The Norris Group, a firm delivering expert tax, accounting, and business advisory services, seeks a Senior Tax Associate to own complex engagements, mentor tax professionals, and coordinate workflows within Client Tax & Advisory Services. You’ll work directly with clients and contribute to service delivery and growth.

Ideal candidates bring CPA or EA credentials, a strong tax background, and excellent communication to advance engagements and client relationships across multiple departments.