OverviewPlease discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
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 Senior (Income Tax & Residency) to join our State & Local Tax (SALT) practice!
Our SALT practice is made up of 300+ professionals across the U.S., providing a full spectrum of state and local tax services In this client-facing role, you will work closely with our Private Wealth practice and other tax professionals to advise high net worth individuals, families, business owners, executives, and family offices on complex state and local income tax matters, with a particular emphasis on residency and domicile planning, residency changes, and state tax controversy.
You will serve as a trusted advisor to clients consulting on individual, trust, and estate tax matters. As well as contemplating or implementing changes in residency, helping them understand the tax implications, documentation requirements, and practical considerations associated with establishing or terminating residency in a particular state. You will also represent and assist clients in residency audits and other individual income tax controversies before state taxing authorities.
This is a client-facing consulting role with a strong focus on technical advice, responsiveness, relationship management, and collaboration with Baker Tilly's Private Wealth practice.
Must be located in California near a Baker Tilly office.
What you’ll do:
- Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters, including evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing strategies to establish, maintain, or terminate residency, and advising on related tax implications and documentation requirements.
- Help lead state residency and individual income tax audits and controversies, including responding to information document requests, developing factual and technical positions, preparing correspondence and protests, interacting and negotiating with state taxing authorities, and assisting with administrative appeals.
- Advise clients on multistate individual income tax matters, including income sourcing, compensation, liquidity events, business transactions, asset sales, and credits for taxes paid to other jurisdictions.
- Serve as an accessible SALT resource to Baker Tilly's Private Wealth practice and coordinate with federal, estate and gift, trust, business tax, and other specialists to provide timely, integrated advice.
- Research complex state tax issues, monitor relevant legislative and regulatory developments, and contribute to technical memoranda, client communications, articles, presentations, webinars, and other thought leadership.
- Contribute to business development by identifying opportunities, developing client and referral relationships, supporting proposals and presentations, and collaborating across Baker Tilly on prospective opportunities.
- Maintain active communication with clients, manage expectations, and demonstrate a high degree of responsiveness and commitment to exceptional client service.
- Help manage multiple consulting and controversy engagements, including project scope, staffing, scheduling, budgets, billings, collections, deadlines, and engagement economics.
- Review and coach associates, providing timely technical feedback and supporting their professional development through Baker Tilly's Care and Teach philosophy
Minimum Qualifications
- 4- year degree
- 3 years of professional experience
- License eligible for CPA, CMI, Law License/JD.
Preferred Qualifications
- Bachelor’s degree in Accounting, Finance or related field required; Masters or advanced degree preferred.
- Three (3)+ year(s) experience in state and local tax, individual taxation, tax controversy, or a related area; professional services firm experience preferred.
- Experience advising high-net-worth individuals, business owners, executives, family offices, or similar private clients strongly preferred.
- Strong working knowledge of state individual income tax principles, particularly residency and domicile, statutory residency, income sourcing, and credits for taxes paid to other states.
- Experience with state tax audits and controversy matters, particularly residency or individual income tax examinations, is strongly preferred.
- Strong analytical, research, written, and verbal communication skills, with the judgment, discretion, responsiveness, and interpersonal skills necessary to advise high-net-worth clients and their advisors on complex and sensitive matters.
- Ability to collaborate effectively across State & Local Tax, Private Wealth, and other specialty tax and advisory practices while leading teams and managing multiple consulting and controversy engagements, competing priorities, and deadlines.
- Experience reviewing the work of associates and/or senior associates and providing coaching and technical guidance.
- Eligibility to work in the U.S., without sponsorship, required.
The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
In California: pay rate range is $92,170 to $163,400
