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Tax Partner - PE Portfolio Companies

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: RSM US LLP
Full Time position
Listed on 2026-10-01
Job specializations:
  • Finance & Banking
    Accounting & Finance, Tax Advisor, Tax Manager, Financial Compliance
  • Accounting
    Accounting & Finance, Tax Advisor, Tax Manager, Financial Compliance
Salary/Wage Range or Industry Benchmark: 350000 USD Yearly USD 350000.00 YEAR
Job Description & How to Apply Below
About RSM

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.

Role

RSM is seeking a Tax Partner to join our rapidly growing Private Equity Portfolio Company Practice, a key area of strategic investment for the firm. This is a unique opportunity to help shape and expand a market-leading practice serving PE-backed businesses through every stage of the investment lifecycle. The ideal candidate brings deep tax accounting expertise, strong private equity relationships, and a proven ability to drive growth.

You’ll serve as a trusted advisor to sponsors and portfolio companies on complex transactions, tax provision and compliance matters, and value creation initiatives, while playing a pivotal role in building teams, developing talent, and accelerating the growth of one of our most dynamic practices.

Job Responsibilities
  • Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities
  • Partner with private equity-backed portfolio companies to provide strategic guidance on federal tax matters, tax accounting, tax provision, and cash tax considerations throughout the investment lifecycle.
  • 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 global client relationships to understand goals, anticipate needs, and connect clients with the right expertise across the firm.
  • Serve as an influential voice in the private equity community, representing the firm externally and enhancing the firm's reputation as a leading advisor to sponsor-backed businesses.
  • 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 globally, including the U.S., UK, Canada, India, and other countries .
  • Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.
  • Foster a high-performance culture by attracting top talent, developing future leaders, and creating an environment where professionals can thrive.
Minimum Qualifications
  • 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 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…
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