R&D Tax Advisory Partner, CIM Leader

RSM; San Francisco (CA); On-site; USD 350,000 - 700,000; Full time

Job summary

RSM is a leading provider of professional services to the middle market, offering strategic tax guidance and growth opportunities within the Credits, Incentives & Methods (CIM) practice. The role involves leading client service, developing teams, and delivering high-quality tax solutions for technology companies in a dynamic national practice.

The Tax Partner role emphasizes relationships with clients, growth initiatives, and collaboration across capabilities and geographies to drive value while

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA license or equivalent professional credential in the state of residence or primary office.
• Minimum of twelve (12) years of Tax experience in public accounting, with the ability to effectively identify, sell and deliver tax services to middle-market clients.
• Strong computer skills, including proficiency in Microsoft Excel.
• Ability to meet client service, quality, and performance expectations within applicable deadlines and in accordance with firm and client standards.
• Ability to communicate clearly, professionally, and effectively with firm personnel and clients in person, by telephone, and through electronic or written means.
• Effective project management skills, including the ability to manage multiple priorities, tasks, and projects simultaneously, meet deadlines, and maintain accuracy and quality of work in a fast paced, client service environment.
• Ability to work effectively in a professional office environment and, as required by the role, at client sites, including the ability to sit for extended periods of time and work at a computer and other standard office equipment.
• Ability to maintain consistent onsite presence during core business hours including the ability to regularly report to a firm office location and travel to client sites as required, including access to reliable transportation.
• Ability to work extended and/or non standard hours during peak periods or as necessary to meet client, project, or firm business needs.

Responsibilities

• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities.
• Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions.
• Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations.
• Identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues.
• Maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm.
• Support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity.
• Manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations.
• Apply strong quality, risk, independence, ethics, and professional judgment to all client and team activities.
• Use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience.
• Coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders.

Skills

CPA/Accounting credentials

Microsoft Excel

Client service leadership

Project management

Communication

Travel readiness

Education

Bachelor's degree in Accounting or related field

Job description

RSM is a leading provider of professional services to the middle market, offering strategic tax guidance and growth opportunities within the Credits, Incentives & Methods (CIM) practice. The role involves leading client service, developing teams, and delivering high-quality tax solutions for technology companies in a dynamic national practice.

The Tax Partner role emphasizes relationships with clients, growth initiatives, and collaboration across capabilities and geographies to drive value while