RSM US US | Tax Digital Services Partner - Technology

Job responsibilities

• This national team is focused on transforming tax service delivery through digital innovation, process improvement, automation, data-driven insights, and scalable technology solutions.
• You’ll find an environment that inspires and empowers you to thrive both personally and professionally.
• Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities.
• Collaborate with clients and engagement teams to identify tax process, data, and technology challenges and develop innovative, scalable solutions that enhance service delivery.
• Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions.
• Drive complex, technology-enabled client pursuits by bringing together tax expertise, data, automation, and digital capabilities to solve business challenges.
• 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.
• Lead with an enterprise mindset, aligning decisions to long-term firm value, cultural stewardship, and client outcomes.
• 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.

Qualifications

• 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 working within Big 4 tax technology, digital accelerator, partnership solutions, tax managed solutions, or similar specialized groups focused on the intersection of tax and technology.
• Demonstrated ability to bridge tax technical expertise and technology capabilities to identify client needs, develop innovative solutions, and drive digital transformation efforts.
• Strong understanding of how emerging technologies, including AI, analytics, and automation, can be applied to transform tax operations and improve client service delivery.
• Experience with Microsoft Power Platform (Power Apps, Power Automate, Power BI), Alteryx, database technologies, or similar tools used to develop scalable tax and data solutions.
• Prior experience supporting private equity, asset management, fund, or other complex business environments where large-scale tax data challenges and technology-enabled delivery models are critical.
• Proven ability to build trusted relationships, develop business, and create growth opportunities through an established network in the market.
• RSM will consider for employment qualified applicants with arrest or conviction records.

RSM US US

RSM US US is an employer hiring in India (sector: Audit / Consulting / Advisory). In its own words: "RSM US LLP is the leading U.S."

Its finance, accounts, audit and tax openings in India are mostly in Chicago, Boston, New York and Dallas.

• Industry: Audit / Consulting / Advisory