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UHY-US · 4 months ago

Partnership - Thought Leadership Associate Director

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

UHY 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. The National Tax Operations Associate Director will support tax teams with complex partnership returns, serve as a subject matter expert, and ensure quality and consistency in partnership compliance work.

AccountingAdviceConsultingFinanceFinancial Services

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

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

Qualification

CPA licenseSubchapter K expertisePartnership tax complianceTax process improvementTechnical trainingClient engagementTax compliance systemsCommunicationLeadership experience

Required

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

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

Benefits

Group health insurance

Dental and vision coverage

401(k) retirement plans

Generous paid time off (PTO) allowances

Company

UHY-US

UHY 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.

Founded in 2000

Albany, New York, USA

1001-5000 employees