Partnership - Thought Leadership Associate Director

JOB SUMMARYThe 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 workpapers 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 partnership 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 occasionJOB DESCRIPTIONTechnical Review & OversightReview complex partnership tax returns and supporting workpapers for accuracy, completeness, and complianceIdentify and resolve high-level technical issues, escalating when necessaryServe as the firm's subject matter expert on partnership tax compliance and reportingProcess & StandardizationEvaluate and enhance workpaper templates, documentation standards, and return preparation processesLead initiatives to standardize and streamline tax workflows across officesCollaborate with technology and operations teams to implement automation and efficiency tools where appropriateInternal Support & CollaborationProvide ongoing support to tax staff and partners on partnership tax mattersDeliver technical training and coaching to improve team expertise and confidence in handling complex partnership engagementsDevelop and distribute technical guides, process documentation, and updates as neededResearch & CommunicationMonitor and interpret new tax legislation, regulatory developments, and key court decisions related to partnershipsCommunicate relevant updates across the firm, including practical guidance and implications for our clients and our operationsRepresent the firm in select thought leadership opportunities and industry forumsClient EngagementParticipate in client consultations involving highly complex partnership structures or unique tax issues as neededSupport business development efforts through technical input and strategic recommendations when appropriateSupervisory responsibilitiesMay supervise subordinate staffWork environmentWork is conducted in a professional office environment with minimal distractionsPhysical demandsProlonged periods of sitting at a desk and performing work in front of a computer screen for long periods of timeMust be able to lift up to 15 pounds at a timeTravel required Limited travel may be requested for attending events, conferences, or internal meetingsRequired education and experienceBachelor's degree in accounting, finance, or a related field10+ years of relevant experience8+ years of progressive tax leadership experience in a CPA firm or related professional service environmentCPA licenseResponsible for completing the minimum CPE credit requirementExtensive technical knowledge of Subchapter K, including basis and capital accounts, complex allocations, and tiered structuresProven experience reviewing complex partnership returns and workpapersDemonstrated ability to lead and support internal tax teamsStrong communication skills with the ability to explain technical issues clearly and conciselyPreferred education and experienceAdvanced degree (Master's) or additional relevant certificationsExperience with tax process improvement, standardization, or automation initiativesFamiliarity with tax compliance systems and workflow tools (e.g., CCH Axcess)Prior experience in a national or multi-office CPA firm environmentExposure to or participation in firm-wide tax training, technical updates, or policy developmentOther dutiesPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.WHO WE AREUHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.WHAT WE OFFERPOSITIVE WORK ENVIRONMENTEnjoy a collaborative and supportive work environment where teamwork is valued.ATTRACTIVE COMPENSATION PACKAGESOur compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.COMPREHENSIVE BENEFIT PACKAGEAccess comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

Created: 2026-04-02