Overview
Rebecca Norris has over 15 years of experience serving high‑net‑worth family groups, family‑owned businesses, and real estate organizations. She specializes in complex tax returns, passthrough entities, estates, and trusts, providing compliance and strategic tax planning. Rebecca builds long‑term client relationships based on trust, responsiveness, and thoughtful problem‑solving.
Experience
She has extensive experience across regional and mid-sized CPA firms, providing a deep understanding of multistate, federal, and high complexity tax environments. Previously, Rebecca held progressive leadership roles in Arkansas and Oklahoma-based firms, including senior tax manager and tax manager positions, and was a partner in a local Philadelphia-based firm. In these roles, she managed diverse client portfolios, oversaw compliance engagements, and advised on sophisticated planning strategies for individuals, families, and closely held businesses.
Education & Affiliations
Rebecca earned a Bachelor of Science in Finance and a Master of Accountancy from Arkansas State University. She is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and a board member of the Philadelphia Estate Planning Council.