Tax Digital Services Partner – Technology

RSM US LLP

. Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities .

Posted 10/5/2026full-timeSan Francisco • California • United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax client service leadership, managing complex client engagements, and delivering scalable tax solutions through technology and data. Proven ability to build client relationships, drive profitability, and coach high-performing teams in a fast-paced environment.

Highest-signal resume keywords

Active CPA LicenseTax Experience In Public AccountingProject Management SkillsMicrosoft Excel ProficiencyTax Technology Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Process IdentificationData AnalysisAutomation ImplementationDigital Capabilities UtilizationClient Service ManagementQuality ControlRisk ManagementBilling ManagementEngagement EconomicsTax Technical Expertise

Soft Skills

Effective CommunicationRelationship BuildingCoaching And DevelopmentProblem SolvingCollaboration

Tools & Technologies

Microsoft Power PlatformAlteryxDatabase TechnologiesDigital ToolsAutomation Tools

Certifications & Qualifications

Bachelor's Degree In AccountingActive CPA License

Industry Keywords

Big 4 Tax TechnologyPrivate EquityAsset ManagementFund ManagementTax Managed Solutions

About the role

Key responsibilities & impact

Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities
Collaborate with clients and engagement teams to identify tax process, data, and technology challenges and develop scalable solutions
Lead integrated tax service delivery across capabilities, industries, geographies, and specialists
Drive technology-enabled client pursuits using tax expertise, data, automation, and digital capabilities
Manage multiple engagements or client portfolios, including status, resources, economics, quality, and client service expectations
Identify technical tax matters and client opportunities and guide teams through complex issues
Maintain client relationships, anticipate needs, and connect clients with firm expertise
Support growth through 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
Lead with an enterprise mindset aligned 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 and 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 managing multiple priorities, tasks, and projects simultaneously, meeting deadlines, and maintaining accuracy and quality in a fast-paced client service environment
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, 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 within Big 4 tax technology, digital accelerator, partnership solutions, tax managed solutions, or similar specialized groups
Preferred: ability to bridge tax technical expertise and technology capabilities
Preferred: understanding of AI, analytics, and automation in tax operations
Preferred: experience with Microsoft Power Platform, Alteryx, database technologies, or similar tools
Preferred: experience supporting private equity, asset management, fund, or other complex business environments
Preferred: established market network for relationship-building and business development

Benefits

Comp & perks

Competitive benefits and compensation package
Flexibility in your schedule
Equal opportunity and reasonable accommodation for people with disabilities