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 has an exciting opportunity for a Federal Tax Partner focusing on real estate funds and REITs to join our Real Estate practice. This Tax Partner will lead the efforts of multiple teams on client engagements; plan, execute, direct, and complete tax projects in the Real Estate industry; provide innovative tax planning, consulting, and compliance expertise to clients; market, sell, design, and implement tax-planning strategies for clients and manage to budget.
Successful candidates will have deep real estate fund and REIT experience with industry expertise in real estate lending and financial products and will have a strong network within the local business community and a proven track record of developing new business and leveraging trusted relationships.
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:
- Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and firm priorities. Leverage deep expertise in REITs, funds, and real estate investment structures to advise clients on complex tax matters, transaction structuring, and investment strategies while driving growth and delivering innovative solutions across a diverse portfolio of real estate investment platforms.
- Lead teams in the delivery of tax services, coordinating across capabilities, industries, geographies, and specialists to provide integrated solutions. Collaborate with professionals across SALT, International Tax, Transfer Pricing, Tax Accounting Methods, and other service lines to address complex tax matters while delivering practical, value-driven solutions that align with clients' investment and business objectives.
- 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.
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 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.
Preferred Qualifications:
- Experience working for a Big 4 or large, national accounting firm with experience in real estate funds and REITs.
- MST or JD preferred
- Strong knowledge of various real estate debt investment platforms and constructs including senior secured first mortgage loans, bridge financing, mezzanine debt, preferred equity, and various mortgage-backed security positions
- Structuring experience with use of different vehicles (REIT and non-REIT) to accommodate various debt investment strategies including originate and syndicate; originate and hold; purchase and hold; and distressed workouts
- Familiarity with the tax accounting implications on REIT and non-REIT vehicles of various asset types (i.e. debt vs. equity investment, inventory, secured debt, non-secured debt, modified debt, foreclosure property, hedges, etc.) and revenue streams (i.e. character and timing of income recognition, interest income vs. distributable share of real estate activity, gain/loss on disposition, stated interest, unstated interest, fees for services, gain/loss on modification or foreclosure, hedge income, etc.)
- Proven ability to build trusted relationships, develop business, and create growth opportunities through an established network in the market.
- A proven record of simultaneously managing multiple projects and engagement teams for various clients
- A proven record of collaborating with members of different service lines to bring the full power of the firm and elevate the quality of deliverables and overall client and talent experience of key stakeholders (i.e. SALT, ITAX, Transfer Pricing, Income Tax Provisions, Audit, Consulting, etc.)
At RSM, we offer a competitive benefits and compensation package for all our people. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.
We believe flexibility and in-person connection both play an important role in how we work and grow. Most roles at RSM follow a hybrid workstyle, which means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs.
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 careers@rsmus.com.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
