Additional Information
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 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 occasion
JOB DESCRIPTION
Technical Review & Oversight
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
Process & Standardization
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
Internal Support & Collaboration
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
Research & Communication
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
Client Engagement
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
Supervisory responsibilities
May supervise subordinate staff
Work environment
Work is conducted in a professional office environment with minimal distractions
Physical demands
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
Travel required
Limited travel may be requested for attending events, conferences, or internal meetings
Required education and experience
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
Preferred education and experience
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
Other duties
Please 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.
Uhyus · Sterling Heights, MI