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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Tax Digital Services Partner - Technology - **Company:** RSM US - **Location:** San Francisco, CA, United States - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Data Pipelines - **Published:** August 9, 2026 - **Apply:** https://jobs.localjobnetwork.com/apply/add/88008064/1 ## About the Role * 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., * 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. ## Description * 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. ## Related Videos - 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