Partnership - Thought Leadership Associate Director

JOB SUMMARY

The National Tax Operations Associate Director will play a key internal role focused on supporting our tax teams with complex partnership returns. This position is designed for someone with strong technical expertise who can serve as a resource to staff and partners, especially when it comes to reviewing challenging returns, addressing technical issues, and helping standardize work papers and processes across the firm.

This role is highly collaborative and will involve working closely with various teams to ensure consistency and quality in our compliance work. It also includes staying current on relevant legislation and court rulings and sharing those insights internally to keep our teams informed and aligned.

Although primarily internally focused, this role may occasionally be involved in client-facing work when a high level of technical insight is needed. The position carries billable hour responsibilities, and while travel is expected to be minimal, it may be required on occasion.

• Review complex partnership tax returns and supporting work papers for accuracy, completeness, and compliance
• Identify and resolve high-level technical issues, escalating when necessary
• Serve as the firm's subject matter expert on partnership tax compliance and reporting

• Evaluate and enhance workpaper templates, documentation standards, and return preparation processes
• Lead initiatives to standardize and streamline tax workflows across offices
• Collaborate with technology and operations teams to implement automation and efficiency tools where appropriate

• Provide ongoing support to tax staff and partners on partnership tax matters
• Deliver technical training and coaching to improve team expertise and confidence in handling complex partnership engagements
• Develop and distribute technical guides, process documentation, and updates as needed

• Monitor and interpret new tax legislation, regulatory developments, and key court decisions related to partnerships
• Communicate relevant updates across the firm, including practical guidance and implications for our clients and our operations
• Represent the firm in select thought leadership opportunities and industry forums

• Participate in client consultations involving highly complex partnership structures or unique tax issues as needed
• Support business development efforts through technical input and strategic recommendations when appropriate

• May supervise subordinate staff

• Work is conducted in a professional office environment with minimal distractions

• Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
• Must be able to lift up to 15 pounds at a time

• Limited travel may be requested for attending events, conferences, or internal meetings

• Bachelor's degree in accounting, finance, or a related field
• 10+ years of relevant experience
• 8+ years of progressive tax leadership experience in a CPA firm or related professional service environment
• CPA license
• Responsible for completing the minimum CPE credit requirement
• Extensive technical knowledge of Subchapter K, including basis and capital accounts, complex allocations, and tiered structures
• Proven experience reviewing complex partnership returns and work papers
• Demonstrated ability to lead and support internal tax teams
• Strong communication skills with the ability to explain technical issues clearly and concisely

• Advanced degree (Master's) or additional relevant certifications
• Experience with tax process improvement, standardization, or automation initiatives
• Familiarity with tax compliance systems and workflow tools (e.g., CCH Axcess)
• Prior experience in a national or multi-office CPA firm environment
• Exposure to or participation in firm-wide tax training, technical updates, or policy development

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or…