Onsite Partnership – Thought Leadership Associate Director

Posted 6 hours ago

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About the role

  • 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

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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