Partnership - Thought Leadership Associate Director

Job Summary

The National Tax Operations Associate Director will support our tax teams with complex partnership returns. This role involves reviewing returns, resolving technical issues, and standardizing workpapers and processes.

Responsibilities

• Review complex partnership tax returns and supporting workpapers 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
• 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

Requirements

• 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
• Extensive technical knowledge of Subchapter K, including basis and capital accounts, complex allocations, and tiered structures
• Demonstrated ability to lead and support internal tax teams
• Strong communication skills with the ability to explain technical issues clearly and concisely

Preferred

• Advanced degree (Master's)
• 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