Tax Specialist - Estates, Gifts, and Trusts
Full Time • Hybrid - US
Responsive recruiter
Benefits:
- 401(k) matching
- Competitive salary
- Flexible schedule
- Health insurance
- Paid time off
- Training & development
- Vision insurance
About Us
At The Norris Group, we’re on a mission to help businesses and individuals thrive by providing expert tax, accounting, and business advisory services. As a rapidly growing firm, we combine cutting-edge technology and a client-focused approach to deliver practical solutions and build lasting relationships.
Position Overview
We are seeking an experienced Estates, Gifts, and Trusts Tax Specialist to join our dynamic team. This hybrid position is based at our Olney, MD office requiring in-office presence three days per week. This role is responsible for providing high-level tax planning, compliance, and consulting services to individual, family, and business clients with complex estate, gift, and trust needs.
Key Responsibilities
· Prepare and review federal and state estate, gift, and trust tax returns (Forms 706, 709, 1041, etc.)
· Advise clients on estate and gift tax planning, trust administration, and wealth transfer strategies.
· Conduct research on complex tax issues and communicate findings clearly to clients and colleagues.
· Collaborate with attorneys, financial advisors, and other professionals to provide comprehensive client solutions.
· Prepare and review individual (1040) and business tax returns as needed.
· Perform light accounting tasks to support clients or internal projects.
· Maintain up-to-date knowledge of changing tax laws and regulations impacting estates, gifts, and trusts.
· Support business development efforts and contribute to client relationship management.
Qualifications
· Bachelor’s degree in Accounting, Finance, or related field (Master's in Taxation or JD/LLM preferred)
· CPA License or EA required (or actively pursuing)
· Minimum 3 years of recent experience in estate, gift, and trust taxation within public accounting or a law firm
· Strong technical knowledge of federal and state estate, gift, and trust tax law
· Proficient in tax preparation and research software (e.g., CCH Axcess or similar)
· Excellent research, analytical, and communication skills
· Proficiency with tax preparation and research software
· Ability to work both independently and as part of a collaborative team
Work Arrangement
· Hybrid schedule: 3 days in office; 2 days remote
Flexible work from home options available.
Compensation: $80,000.00 - $95,000.00 per hour
WHO WE ARE
Committed to Serving our Clients
OUR MISSION
At the Norris Group, our mission is to provide comprehensive accounting, tax strategy, and business advisory services tailored to each client’s unique needs. We take a holistic view of every client’s situation, offering ongoing support and adaptable solutions that help fill gaps and strengthen both their financial position and business operations. Through proactive guidance and personalized service, we work to ensure our clients’ continued growth and success.
OUR VISION
Our vision is to become a nationally recognized, full-service advisory firm known for
delivering holistic solutions that go beyond traditional accounting. We strive to provide
strategic consulting, innovative technology, actionable data insights, and a broad range of advisory services to support our clients’ evolving needs. We aim to set the standard for excellence in our industry by upholding our values of integrity, innovation, and positive community impact.
Our Background
delivering holistic solutions that go beyond traditional accounting. We strive to provide
strategic consulting, innovative technology, actionable data insights, and a broad range of advisory services to support our clients’ evolving needs. We aim to set the standard for excellence in our industry by upholding our values of integrity, innovation, and positive community impact.
Our Background
Norris Accounting & Tax Services CPA LLC is a reputable and dynamic professional services firm specializing in management consulting, tax services, IT solutions, and advisory services. The company is proud to be a Small Business Administration (SBA) certified Service-Disabled Veteran-Owned Small Business (SDVOSB) and a certified Maryland Minority Business Enterprise, reflecting its commitment to diversity and excellence in providing high-quality services.
Established with a vision to deliver comprehensive financial and advisory solutions, Norris Accounting & Tax Services CPA LLC has built a strong reputation for its expertise, personalized approach, and exceptional customer service. With a team of highly skilled professionals and strategic partnerships, the company offers a wide range of services tailored to meet the unique needs of each client.
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