Federal Tax Partner - PE Fund
Listed on 2026-09-24
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Finance & Banking
Tax Advisor, Financial Compliance, Accounting & Finance, Wealth Management
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 Private Equity Fund Tax Partner to join our growing Financial Services Tax practice and serve as a strategic tax advisor to leading private equity firms and their investment funds.
This is a leadership role for a tax professional with deep private equity fund experience, strong technical expertise and a demonstrated ability to build trusted relationships with sophisticated clients. The Partner will lead complex client engagements, provide strategic tax guidance, develop and expand client relationships, and help grow and develop our PE Fund Tax practice.
The ideal candidate brings a strong understanding of the private equity industry and the ability to connect technical tax matters to broader business and investment objectives. This individual will work collaboratively across RSM's tax and advisory practices to deliver an integrated experience for clients.
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.
Job Responsibilities:Client Leadership & Advisory
- Serve as a trusted advisor to private equity sponsors, fund executives, CFOs, tax directors and other senior client stakeholders.
- Lead complex tax engagements for private equity funds, including fund structures, management companies, carried interest, co-investments, blockers, portfolio investments and related entities.
- Provide strategic federal, state and international tax advice on fund formation, restructuring, transactions, investments and ongoing operations.
- Anticipate emerging tax issues and proactively identify opportunities to improve clients' tax positions and operating models.
- Translate complex tax matters into clear, actionable recommendations for senior executives and investment professionals.
- Develop and expand relationships with private equity sponsors and build a significant book of business.
- Identify opportunities to expand RSM's relationship across tax and other service lines, including M&A Tax, SALT, International Tax, Transaction Advisory and other advisory capabilities.
- Participate in industry events, private equity forums and other market-facing activities to strengthen RSM's presence in the PE community.
- Lead proposals and pursuits, including developing differentiated solutions and pricing strategies.
- Build relationships with prospects and referral sources and contribute to the growth of the broader Financial Services Tax practice.
- Help shape and execute the PE Fund Tax growth strategy, including market expansion, client targeting and talent development.
- Lead and mentor Managers, Senior Managers and other professionals, creating a high-performing and collaborative team environment.
- Promote leverage and effective delegation to ensure senior professionals are focused on the highest-value client and growth activities.
- Collaborate across RSM's national and international Financial Services Tax teams to deliver consistent, high-quality client service.
- Contribute to the development of new service…
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