Tax Partner – Income Franchise

RSM US LLP

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

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax consulting, client relationship management, and team leadership, with a strong focus on multi-state tax planning and audit defense. Proven ability to drive revenue growth and manage complex client engagements while maintaining high service quality and operational discipline.

Highest-signal resume keywords

Active CPA LicenseTax Consulting ServicesClient Relationship ManagementProject Management SkillsTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax PlanningAudit DefenseMulti-State TaxBusiness Income TaxNexus AnalysisM&A Due DiligenceClient Portfolio ManagementOperational DisciplineDigital Tools ProficiencyMicrosoft Excel

Soft Skills

Effective CommunicationCoaching and DevelopmentRelationship BuildingProblem SolvingTime Management

Certifications & Qualifications

CPAJDLLMEA

Industry Keywords

Public AccountingPrivate EquityMiddle-Market ClientsIncome Tax ConsultingFranchise Tax Consulting

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
Advise clients on nexus, unitary and business income, multi-state tax planning, audit defense, M&A due diligence, and state tax consulting
Lead teams delivering tax services across capabilities, industries, geographies, and specialists
Manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations
Identify technical tax matters and client opportunities, consult specialists, and guide teams through complex issues
Communicate complex state and local tax issues in a non-technical manner
Maintain global client relationships, understand goals, anticipate needs, and connect clients with firm expertise
Represent the firm in the private equity community and enhance its reputation as an advisor to sponsor-backed businesses
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 consistency, efficiency, and client experience
Coach and develop high-performing teams globally
Lead with an enterprise mindset and foster a high-performance culture

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 12 years of Tax experience in public accounting
Ability to 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
Clear, professional, and effective communication with firm personnel and clients
Effective project management skills and ability to manage multiple priorities, tasks, and projects simultaneously
Ability to work effectively in a professional office environment and 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
Prior experience with a Big Four or large national accounting firm providing income and franchise tax consulting services (preferred)
JD, LLM, or EA (preferred)
Proven ability to originate new business, expand client relationships, and drive revenue growth (preferred)
Experience leading and developing high-performing teams (preferred)

Benefits

Comp & perks

Competitive benefits and compensation package
Flexible schedule
Ability to balance life’s demands while serving clients