Tax Specialist - Estates, Gifts, and Trusts
Benefits:
About Us
At The Norris Group, were 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
Bachelors 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
- 401(k) matching
- Competitive salary
- Flexible schedule
- Health insurance
- Paid time off
- Training & development
- Vision insurance
About Us
At The Norris Group, were 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
Bachelors 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.
