Strategic Tax Partner — Growth & Leadership

Socket.dev; San Francisco (CA); On-site; USD 260,000 - 420,000; Full time

Benefits offered by this job

Flexible schedule

Total rewards package

Job summary

RSM is seeking a Tax Partner to lead client service, growth, and leadership responsibilities for the Tax line of business. The role focuses on delivering high-quality tax solutions, deepening client relationships, and developing teams across markets.

You will drive growth through pipeline development, cross-firm collaboration, and high standards of quality, ethics, and professional judgment, while leveraging digital tools and global delivery resources to enhance client experience.

Qualifications

• Bachelor's degree in Accounting or related field required.
• Active CPA license in state of residence or primary office.
• 12+ years of tax experience in public accounting with ability to sell and deliver tax services to middle-market clients.
• Strong Excel skills and ability to work with large data sets.
• Excellent communication, project management, and client service capabilities.

Responsibilities

• Serve as a senior tax client service leader or capability leader for complex client needs and firm priorities.
• Lead teams in delivery of tax services across capabilities, industries, geographies, and specialists.
• Manage multiple engagements or client portfolios with focus on profitability and client satisfaction.
• Identify technical tax matters and opportunities; guide teams through complex issues.
• Maintain ongoing client relationships to understand goals and connect clients with the right expertise.

Skills

CPA

Leadership

Client relations

Tax expertise

Excel

Education

Bachelor's degree in Accounting

Tools

Microsoft Excel

Job description

RSM is seeking a Tax Partner to lead client service, growth, and leadership responsibilities for the Tax line of business. The role focuses on delivering high-quality tax solutions, deepening client relationships, and developing teams across markets.

You will drive growth through pipeline development, cross-firm collaboration, and high standards of quality, ethics, and professional judgment, while leveraging digital tools and global delivery resources to enhance client experience.