Tax Partner, Corporate Technology & Growth

Socket.dev; Boston (MA); On-site; USD 250,000 - 450,000; Full time

Job summary

RSM is seeking a Tax Partner in Boston to lead client service, growth, and leadership for the Tax line of business. You will deliver high-quality tax solutions, deepen client relationships, and guide teams across capabilities and markets.

The role requires a CPA license and at least 12 years of tax experience in public accounting, with strong Excel skills and the ability to manage multiple engagements and client expectations. Travel to client sites may be required.

Qualifications

• Bachelor's degree in Accounting or related field from an accredited university.
• Active CPA license in the state of residence or primary office.
• 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.
• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.

Skills

CPA license

Tax experience

Public accounting

Excel proficiency

Client service leadership

Education

Bachelor's degree in Accounting

Job description

RSM is seeking a Tax Partner in Boston to lead client service, growth, and leadership for the Tax line of business. You will deliver high-quality tax solutions, deepen client relationships, and guide teams across capabilities and markets.

The role requires a CPA license and at least 12 years of tax experience in public accounting, with strong Excel skills and the ability to manage multiple engagements and client expectations. Travel to client sites may be required.