R&D Tax Advisory Partner — Tech Credits Leader

RSM US LLP; San Francisco (CA); On-site; USD 260,000 - 400,000; Full time

Job summary

RSM US LLP is seeking a senior tax leader to own client service for complex engagements within the CIM practice. You will guide teams delivering tax positions related to federal credits and incentives, with a focus on technology companies.

In this role, you’ll drive growth, mentor professionals, and collaborate across capabilities to provide integrated tax solutions. A CPA and 12+ years of tax experience are preferred, with travel to client sites as required.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA license or equivalent credential in the state of residence or primary office.
• Minimum of twelve(12) years of Tax experience in public accounting.
• Strong computer skills, including proficiency in Microsoft Excel.
• Ability to meet client service, quality, and performance expectations within deadlines.
• Ability to communicate clearly, professionally, and effectively with firm personnel and clients.
• Effective project management skills, including handling multiple priorities and deadlines.
• Ability to work onsite and travel to client sites as required.
• Willingness to work extended or non-standard hours during peak periods.

Responsibilities

• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities.
• Provide leadership to a team of professionals charged with helping clients identify, document, and support tax positions related federal tax credits and incentives, specifically within the technology industry.
• Lead teams in delivering tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions.
• Perform tax planning and research, resolving complex tax issues, and giving recommendations related to R&D credits and other federal credits and incentives in technology.
• 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 and leadership.

Job description

RSM US LLP is seeking a senior tax leader to own client service for complex engagements within the CIM practice. You will guide teams delivering tax positions related to federal credits and incentives, with a focus on technology companies.

In this role, you’ll drive growth, mentor professionals, and collaborate across capabilities to provide integrated tax solutions. A CPA and 12+ years of tax experience are preferred, with travel to client sites as required.