Federal Tax Partner - PE Port Co Technology at RSM US LLP | CA, US | Rezi

Federal Tax Partner - PE Port Co Technology at RSM US LLP

Federal Tax Partner - PE Port Co Technology

RSM US LLP · CA, US

1 weeks ago

Federal Tax Partner - PE Port Co Technology

RSM US LLP · CA, US

8 days ago
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About the Role

As a Tax Partner, you will lead client service, growth, specialist, or leadership responsibilities for the Tax line of business. This role focuses on delivering high-quality tax solutions, deepening client relationships, developing teams, and contributing to strategic growth across capabilities and markets.

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.

Requirements

  • 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.
  • 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.

Skills

  • Microsoft Excel

Work Type

  • Onsite
  • Client sites

Experience Level

  • Minimum of twelve (12) years of Tax experience in public accounting

Education Level

  • Bachelor's degree in Accounting or related field
  • Active CPA license

Benefits

  • Competitive benefits and compensation package
  • Flexibility in schedule

About the Company

  • We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential.
  • Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients.
  • You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
  • There’s nowhere like RSM.

Equal Opportunity

  • RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
  • Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.
  • RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities.
  • If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com.
  • RSM will consider for employment qualified applicants with arrest or conviction records.
  • For those living in California or applying to a position in California, please click here for additional information.