Tax Partner, Corporate Growth & Tech Leadership

RSM US LLP; San Jose (CA); On-site; USD 300,000 - 550,000; Full time

Job summary

RSM US LLP in San Jose, CA seeks a Tax Partner to lead client service, growth, and leadership across the Tax line of business. You will deliver high-quality tax solutions, deepen client relationships, develop teams, and contribute to strategic growth across capabilities and markets.

The role emphasizes managing engagements, identifying opportunities, and guiding cross-functional teams to provide integrated tax services.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA license 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.

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.
• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.

Skills

CPA license

12+ years tax experience

Client relationship management

Microsoft Excel

Education

Bachelor's degree in Accounting

Tools

Excel

Job description

RSM US LLP in San Jose, CA seeks a Tax Partner to lead client service, growth, and leadership across the Tax line of business. You will deliver high-quality tax solutions, deepen client relationships, develop teams, and contribute to strategic growth across capabilities and markets.

The role emphasizes managing engagements, identifying opportunities, and guiding cross-functional teams to provide integrated tax services.