Tax Operations Coordinator

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.

About the Role

The Tax Operations Coordinator plays a critical role in supporting the day-to-day execution of our tax and accounting workflows. This position ensures work moves efficiently across the team, supports client communication, and helps maintain the systems and processes that drive our operations. This role is ideal for someone who is highly organized, proactive, and comfortable working at the intersection of client services, administrative coordination, and technical workflow support in a fast-paced environment.

Key Responsibilities

Workflow Coordination & Execution

• Monitor and coordinate tax and accounting workflows to ensure timely completion and prevent bottlenecks.
• Track return status, follow up with staff, and help keep deliverables on schedule—especially during peak seasons.
• Assist with task assignments, status updates, and internal workflow tracking systems.

Client & Administrative Support

• Serves as a point of contact for client communications via phone, email, and the client portal.
• Coordinate onboarding, including engagement letters, document collection, and setting expectations.
• Assist with billing invoicing and ensure client records are accurate and complete.

Systems & Process Support

• Maintain and update standard operating procedures (SOPS) and internal process documentation.
• Assist with maintaining and troubleshooting systems (e.g., Canopy, SafeSend, CCH, etc.)
• Support implementation of process updates and ensure team adherence to established workflows.

Reporting & Operational Support

• Prepare workflow status updates and basic reporting for leadership.
• Help track key metrics related to workflow, turnaround times, and team productivity.
• Identify gaps or inefficiencies in day-to-day processes and escalate appropriately.

Team Support

• Support tax preparers and reviewers by ensuring they have the resources they need to complete their work efficiently.
• Act as a liaison between the administrative staff, the tax team members, and the leadership.

Required Qualifications

• 2-4 years of experience in administrative, client services, or operations support roles.
• Experience in a professional services environment (accounting, tax, legal, consulting, etc.) strongly preferred.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.
• Excellent written and verbal communication skills.
• Strong attention to detail and follow-through.

Technical Skills

• Proficiency in Microsoft Office
• Experience with workflow or practice management systems

Work environment

Hybrid

Flexible work from home options available.

Compensation

$55,000.00 - $65,000.00 per year

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

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.

Benefits

• 401(k)
• 401(k) matching
• Paid time off
• Training & development