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About the Role

As a member of RSM's Credits, Incentives & Methods (CIM) practice, you will work with innovative technology companies to identify, document, and monetize R&D tax credit opportunities. This role involves performing R&D tax credit studies, quantifying R&D activities and costs, compiling documentation, and developing methodologies to support credits. You will also assist with IRS and state controversy and appeals related to R&D credits, interacting with internal and external stakeholders. This position offers the chance to build relationships, drive growth, and make an impact in a rapidly expanding national practice. As a Tax Partner, you will lead client service, growth, specialist, or leadership responsibilities, focusing on delivering high-quality tax solutions, deepening client relationships, developing teams, and contributing to strategic growth.

Responsibilities

Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities.
Provide leadership to a team of professionals helping clients identify, document, and support tax positions related to federal tax credits and incentives, specifically within the technology industry.
Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions.
Perform tax planning and research, resolve complex tax issues, and provide recommendations to clients regarding the research and development tax credit and other federal credits and incentives.
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 or equivalent professional credential 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

Research & Development (R&D) Credits
Accounting Methods & Periods (AMP)
Credits, Incentives & Methods (CIM) service offerings
Client relationship management
Business development
Public accounting
Tax planning
Tax research
Project management
Microsoft Excel

Location

Onsite
Client sites

Work Type

Full-time
Onsite
Travel required

Experience Level

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

Education Level

Bachelor's degree in Accounting or related field
Active CPA license or equivalent professional credential

Benefits

Competitive benefits and compensation package
Flexibility in schedule

About the Company

The leading provider of professional services to the middle market globally.
Purpose is to instill confidence in a world of change, empowering clients and people to realize their full potential.
Exceptional people are the key to unrivaled culture and talent experience and ability to be compelling to clients.
Offers an environment that inspires and empowers individuals to thrive both personally and professionally.

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.