Federal Tax Advisory Partner – CIM, R&D

RSM US LLP

. Work with innovative technology companies to identify, document, and monetize R&D tax credit opportunities .

Posted 10/8/2026full-timeSan Francisco • California • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in R&D Tax Credit studies, tax planning, and client relationship management, with a strong focus on delivering high-quality tax services and developing methodologies for quantifying tax credits. Proven ability to lead teams, manage client portfolios, and navigate complex tax issues while maintaining compliance and operational discipline.

Highest-signal resume keywords

R&D Tax Credit StudiesTax PlanningClient Relationship ManagementProject ManagementCPA License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax ExperienceQuantifying R&D ActivitiesDocument CompilationIRS Controversy AssistanceTax Issue ResolutionBusiness DevelopmentRevenue GrowthAccounting Methods & PeriodsCredits, Incentives & MethodsDigital Tools Proficiency

Soft Skills

Effective CommunicationTeam LeadershipClient Service OrientationCollaborationProfessional Judgment

Tools & Technologies

Microsoft ExcelDigital ToolsStandardized Processes

Certifications & Qualifications

Active CPA License

Industry Keywords

Public AccountingTechnology IndustryClient PortfoliosReferral NetworksComplex Client Needs

About the role

Key responsibilities & impact

Work with innovative technology companies to identify, document, and monetize R&D tax credit opportunities
Perform R&D tax credit studies
Quantify R&D activities and costs
Compile proper documentation and support
Develop methodologies for quantifying and supporting past, current, and future credits
Assist with IRS and federal and state controversy and appeals related to the R&D credit
Interact with internal tax professionals and external client stakeholders
Lead client service, growth, specialist, or leadership responsibilities for the Tax line of business
Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities
Lead teams delivering tax services across capabilities, industries, geographies, and specialists
Perform tax planning and research, resolve complex tax issues, and provide client recommendations
Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations
Identify technical tax matters and client opportunities and guide teams through complex issues
Maintain client relationships and connect clients with relevant expertise across the firm
Support pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity
Manage profitability, billing, collections, engagement economics, and operational discipline
Apply quality, risk, independence, ethics, and professional judgment
Use digital tools, standardized processes, and global workforce capabilities to improve efficiency and client experience
Coach and develop high-performing teams and future leaders
Align decisions with long-term firm value, cultural stewardship, and client outcomes

Requirements

What you’ll need

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
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
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 managing multiple priorities, tasks, and projects simultaneously
Ability to work effectively in a professional office environment and, as required, at client sites
Ability to maintain consistent, onsite presence during core business hours
Ability to regularly report to a firm office location and travel to client sites as required
Reliable transportation
Ability to work extended and/or non-standard hours during peak periods or as necessary
Preferred experience in Research & Development (R&D) Credits, Accounting Methods & Periods (AMP), or other Credits, Incentives & Methods (CIM) service offerings
Established network of relationships within the technology industry
Demonstrated success developing business, cultivating referral sources, and growing revenue
Experience leading client-facing growth initiatives within a Big 4, national accounting firm, or corporate tax environment within a technology company
Background working with or advising large technology organizations
Proven ability to collaborate across multiple specialty practices and solution sets
Experience in public accounting and industry, with established professional networks

Benefits

Comp & perks

Competitive benefits and compensation package
Flexibility in your schedule
Reasonable accommodation for people with disabilities