Tax Senior Manager - Partnerships
RSM US LLP · San Francisco Bay Area
📍 San Franciscovia workdayFirst listed here 2026-09-13
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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.
Our Private Equity Portfolio Company practice serves both partnership and corporate companies, the majority of which are owned by Private Equity Funds. This particular role offers the opportunity to join the Partnership Tax team, a high-performing, high-growth team that advises clients on their tax strategy and compliance obligations using both industry and technical expertise with our cross-functional teams, especially our Financial Services team. Our professionals help guide their clients through M&A transactions and capital account analysis, all while delivering digitally enabled services in conjunction with our world-class tax technology offerings.
In your important role as Tax Senior Manager with RSM, you will be responsible for the following job duties which are focused around three core concepts (Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development.
Responsibilities:
Advise clients on a full range of partnership tax services, including planning, research, compliance, allocations, and general transactional activities
Assist with new business development, extended service, and tax issue recognition for existing clients
Develop, motivate, and train staff level team members
Lead and manage the business relationship of complex engagements with a focus on high-value quality tax advice and seek to expand services to clients and develop and sustain strong client relationships
Keep up to date on current tax practices and changes in tax law
Reviewing research findings and ensure conclusions are consistent with firm policies and professional standards
Build relationships across lines of business to ensure excellent client service through an integrated service approach
May have people leadership responsibilities
Provide detailed review and analysis of complex tax returns
Work on multiple complex issues while communicating in a non-technical manner to facilitate communication between the client and the service team while managing the risk for both the client and the firm
Serve as the Tax client service coordinator for appropriate clients
Manage corporate client needs with respect to tax services and federal and state tax compliance
Basic Qualifications:
Bachelor’s Degree in accounting or business-related field
One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements
Must have at least 8 years of corporate federal tax compliance and tax consulting experience pertaining to planning, research and general mergers and acquisitions activities
Experience in public accounting with at least 8 of those years focusing on partnership taxation
Experience with one or more of the following: S-Corps or Partnerships/LLCs
Effective verbal and written communication skills
Strong Microsoft Excel and Word skills required
Preferred Qualifications:
A proven record of building profitable, sustainable client relationships, simultaneously managing multiple projects and engagement teams for various clients
Project management and critical thinking skills
Outstanding organizational and time management skills; ability to prioritize multiple assignments
Working knowledge of tax code and technical aspects of tax preparation and compliance
Strong technical skills in accounting and tax preparation and industry specialization
Ability to handle multiple tasks simultaneously
Experience in dealing with international tax matters would be a plus
Experience with tax research tools (Bloomberg BNA, RIA Checkpoint, etc.) and tax preparation technology (CCH Axcess preferred)
Experience with partnership taxation
Experience/familiarity with capital account analysis
Experience/familiarity with 704 ©, 754 matters and M&A implications related to PPA
International tax matters K-2/K-3 reporting
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits .
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at career
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