Tax Partner, PE Fund Tech Leader (Flexible Schedule)

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

Job summary

RSM US LLP is seeking a Tax Partner in San Francisco, CA 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, developing teams, and contributing to strategic growth across capabilities and markets.

Responsibilities include leading teams, managing engagements, identifying opportunities, and driving profitability while maintaining quality and ethics across the firm.

Qualifications

• Bachelor's degree in Accounting or related field.
• Active CPA license 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 with firm personnel and clients.
• Excellent project management skills and ability to manage multiple priorities.
• Ability to sit for extended periods and travel to client sites as required.

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

Skills

Client service leadership

Relationship management

Tax consulting

Communication skills

Project management

Microsoft Excel

Deadline compliance

Education

Bachelor's degree in Accounting or related field

Active CPA license

Tools

Microsoft Excel

Job description

RSM US LLP is seeking a Tax Partner in San Francisco, CA 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, developing teams, and contributing to strategic growth across capabilities and markets.

Responsibilities include leading teams, managing engagements, identifying opportunities, and driving profitability while maintaining quality and ethics across the firm.