Associate Director overseeing partnership tax compliance and providing support to tax teams. Engaging with clients for complex partnership structures and leading internal initiatives.
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 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
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
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
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 workpapers
Demonstrated ability to lead and support internal tax teams
Strong communication skills with the ability to explain technical issues clearly and concisely
Benefits
group health insurance
dental and vision coverage
401(k) retirement plans
generous paid time off (PTO) allowances
Job title
Partnership – Thought Leadership Associate Director
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