Bachelor's degree in Accounting, Finance, or related field required; Master's preferred
CPA, CMI, or JD/LLM required
5+ years of experience in state and local tax, preferably in a professional services firm
2+ years of supervisory experience, with a focus on mentoring and counseling associates
Strong leadership skills with a commitment to client service and continuous learning
Responsibilities
Serve as a trusted advisor to clients on state and local tax consulting services
Manage multi-state reviews to identify optimal tax filing options and exemptions
Research state tax issues, including nexus determinations and potential liabilities
Counsel clients on tax controversies and prepare necessary documentation
Plan and execute tax projects, including due diligence and voluntary disclosures
Maintain active communication with clients to enhance value and manage expectations
Support team development through mentoring and participation in learning programs
Benefits
Access to firm-wide learning and development programs
Opportunities for professional growth and leadership experiences
Collaborative work environment with a focus on entrepreneurial spirit
Supportive culture that values specialty tax practices
Engagement in community networking and relationship building
Full Job Description
Job Description: Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Manager (Income Franchise) to join our growing State & Local Tax (SALT) practice!
Our SALT practice is made up of 300+ professionals across the U.S., providing a full spectrum of services including Income & Franchise tax, Sales & Use tax, Real & Personal Property tax, Unclaimed Property and Voluntary Disclosure & Remediation by industry needs. As a member of this talented team, you will help clients capitalize on strategic ideas and planning techniques that ensure state and local tax compliance, reduce expenses and enhance cash flow.
You will enjoy this role if:
You like working directly with CFO's & owners of middle market clients and SALT leaders of Fortune 500 clients to help them solve their most complex state & local tax challenges.
You want to continue to expand your leadership experiences and hone your consulting skills as a comprehensive SALT professional in areas such as, sales tax nexus, research projects, ruling requests, process review, reverse audit, credits & incentives and property tax.
You crave a leadership opportunity to help build a fast growing, entrepreneurial State & Local tax practice who is also down-to-earth and thrives in collaboration.
You want to be part of firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow.
What you'll do:
Be a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services that lower their tax rates, ensure they are in compliance and provide value across the spectrum of state and local taxes. This includes:
Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, , and others to identify optimal filing options, exemptions, credits and incentives and corporate structures that can reduce the client's tax burden
Research state tax issues including nexus determinations, taxability analyses and quantification of potential liabilities
Counsel clients on state and local tax controversies, including research, drafting client correspondence, prepare ruling requests and providing guidance in defending against state audits
Plan and execute tax projects requiring a wide scope of expertise, including due diligence and voluntary disclosure projects
Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships and LLCs
Maintain active communication with clients and make recommendations for business and process improvements, manage expectations and enhance value
Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
Invest in your professional development individually and through participation in firm wide learning and development programs
Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
Minimum Qualifications
4-year degree required
CPA, Law License, or CMI required
Minimum 5 years of experience required
Qualifications
Bachelor's degree in Accounting, Finance or related field required; Masters or advanced degree preferred
Five (5) + year(s) experience in state and local tax, professional services firm experience preferred
Three (3)+ year(s) of supervisory experience, mentoring and counseling associates desired
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Eligibility to work in the U.S., without sponsorship, highly preferred
Qualifications
Bachelor's degree in Accounting, Finance or other related field required; Masters or advanced degree preferred
CPA, CMI or JD/ LLM required
Five (5) + year(s) experience in state and local tax, professional services firm experience preferred
2+ year(s) of supervisory experience, mentoring and counseling associates desired
Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.
Eligibility to work in the U.S., without sponsorship, highly preferred
The pay rate ranges for this position are listed below. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant's skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.
In San Francisco, CA and San Jose, CA the pay rate range is: $145,000 to $192,100
