Tax Partner-Private

Position: Tax Partner-Private Company
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally.

There’s no one like you and that’s why there’s nowhere like RSM.RSM is seeking an experienced Tax Partner to help lead and grow our Private Company tax practice. The successful candidate will serve as a trusted advisor to privately held, middle-market businesses and their owners, providing practical guidance across business taxation, ownership transition, succession planning, wealth transfer, and related compliance matters.

The role may also include serving ultra-high-net-worth individuals and family offices whose needs are connected to privately held businesses and their owners.

This partner will lead complex client relationships, develop new business, collaborate across capabilities, and build high-performing teams. Working closely with professionals across estate and gift planning, state and local tax, international tax, and other advisory areas, the partner will deliver integrated solutions aligned with each client’s business, family, and financial objectives.

As a Tax Partner in the Private Company practice, you will be accountable for client leadership, technical quality, responsible growth, engagement economics, talent development, and market leadership. You will advise business owners on complex tax matters, anticipate emerging needs, and connect clients with the full capabilities of the firm. You will also contribute to the long-term growth of the practice by developing talent, expanding strategic relationships, strengthening market presence, and advancing consistent, technology-enabled ways of working.

Job Responsibilities:

Client and Technical Leadership Serve as the senior relationship leader and trusted tax advisor for privately held businesses, owners, and their families.

Advise clients on business taxation, entity structuring, ownership transitions, succession planning, wealth transfer, and tax compliance.

Lead complex tax engagements involving partnerships, S corporations, C corporations, individuals, trusts, and estates.

Identify significant technical, quality, risk, and client-service matters early and engage appropriate specialists.

Collaborate across estate and gift planning, state and local tax, international tax, and other capabilities to deliver integrated solutions.

Growth and Market Leadership Develop and execute relationships and market strategies that support responsible, profitable growth.

Build a qualified pipeline through existing client relationships, centers of influence, referral networks, and market-facing activities.

Expand strategic client relationships by identifying needs and connecting clients with relevant firm capabilities.

Represent the firm in the marketplace and contribute to the growth of targeted industries, capabilities, and geographic markets.

Engagement and Operational Leadership Maintain accountability for engagement quality, staffing, profitability, billing, collections, and overall client experience.

Monitor client portfolios and engagement performance, addressing resource, scope, timing, quality, and economic issues promptly.

Champion standardized processes, digital tools, data-driven insights, and global delivery capabilities to improve quality, scalability, team experience, and client outcomes.

Apply sound professional judgment and consistently uphold the firm’s quality, independence, ethics, and risk…