Senior Tax Associate

The Norris Group•National Harbor, MD

5d•Hybrid

About The Position

The Norris Group is seeking an experienced Senior Tax Associate for its Client Tax & Advisory Services team. This advanced tax role takes ownership of complex tax engagements while contributing to client relationships, team development, and workflow coordination. The position combines complex tax preparation and first-level review with tax research, direct client consultation, service recommendations, and mentoring developing tax professionals. The ideal candidate brings strong technical tax knowledge, sound judgment, clear communication, and the ability to move work forward independently. The role includes preparing complex individual, corporate, partnership, trust, and other assigned tax returns and supporting workpapers; reviewing work and providing timely notes; researching and resolving tax matters within the role’s authority; and escalating complex or uncertain positions appropriately. It also supports prospective and current clients through consultations, discovery, onboarding, follow-up, and identification of additional service needs. The Senior Tax Associate helps coordinate assignments, priorities, handoffs, and status communication, and mentors Tax Associates while reinforcing quality and documentation practices. Flexible work-from-home options are available. Compensation is $80,000–$120,000 per year. Candidates who advance after the initial interview must complete a technical assessment.

Requirements

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 the role’s level of authority, escalating complex or uncertain positions as appropriate.
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.
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.