RSM US

SALT Principal - Income Franchise Tax

RSM US$150K — $180K *
Legal & Accounting
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or related field.
  • Active CPA, Enrolled Agent, Attorney license, or pre-approved alternative certification required.
  • Minimum of 12 years of tax experience in public accounting.
  • Strong proficiency in Microsoft Excel.
  • Excellent communication skills in various formats.
  • Project management skills to handle multiple tasks and clients effectively.
  • Ability to work onsite and travel as needed.

Responsibilities

  • Lead client service and develop client relationships in a senior tax capacity.
  • Coordinate tax service delivery across teams and specializations.
  • Manage multiple client portfolios, ensuring quality and compliance.
  • Identify and address complex tax matters with specialist guidance.
  • Maintain ongoing client engagement to better understand and anticipate needs.
  • Drive growth through proactive client development and market activities.
  • Utilize digital tools to enhance service efficiency and client experience.

Benefits

  • Flexible scheduling for work-life balance.
  • Extensive benefits and compensation package.
  • Access to professional development opportunities.
  • Supportive work environment fostering team collaboration.
  • Comprehensive resources for maintaining client engagement and satisfaction.
Full Job Description
Role Summary

As a Tax Principal, 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.
  • 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.


Minimum Qualifications

  • Bachelor's degree in Accounting or related field from an accredited university.
  • One of the following is required: active CPA license in the state of residence or primary office; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements.
  • 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 leading tax growth, client service, specialist, or leadership responsibilities across a capability, industry, or market.
  • Experience in SALT Income Franchise.
  • 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.


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.

About RSM US

RSM US is a leading provider of audit, tax, and consulting services to middle market companies in the United States. The company is headquartered in Chicago, Illinois and has more than 90 offices across the country. RSM US is a member of the RSM International network, which is the sixth largest network of independent audit, tax, and consulting firms in the world. The company's services include audit and assurance, tax, consulting, risk advisory, transaction advisory, and wealth management. RSM US serves clients in a variety of industries, including healthcare, financial services, manufacturing, real estate, and technology.
Learn more about RSM US
Size
13,000 employees
Industry

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