Federal Tax Partner - Corporate CP or Industrials
RSM US LLP · Dallas, TX · 1 wk ago
AccountingFull-time
Role Summary
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.
Minimum Qualifications
- 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.
Preferred Qualifications
- Experience leading tax growth, client service, specialist, or leadership responsibilities across a capability, industry, or market.
- Demonstrated ability to balance tax-specific growth, advisory and compliance mix, profitability, quality, and client relationship expansion.
- Experience integrating global delivery resources, digital tools, and consistent processes into tax service delivery.
- Proven ability to develop senior tax talent and build teams with strong technical and specialty capabilities.