Federal Tax Partner - Family Office or UHNW

RSM•San Francisco, CA

3d•Hybrid

About The Position

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. You will serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities. You will lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions. You will manage multiple engagements or client portfolios, monitoring status, resources, economics, quality, and client service expectations. You will identify technical tax matters and client opportunities early, consult with specialists as needed, and guide teams through complex issues. You will maintain ongoing client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm. You will support responsible growth through pipeline development, client transfers, cross-firm collaboration, referral networks, and market-facing activity. You will manage profitability, billing, collections, engagement economics, and operational discipline consistent with firm expectations. You will apply strong quality, risk, independence, ethics, and professional judgment to all client and team activities. You will use digital tools, standardized processes, and global workforce capabilities to improve consistency, efficiency, and client experience. You will coach and develop high-performing teams, building technical depth, specialty capability, and the next generation of leaders. You will 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 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.

Nice To Haves

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.

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.