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Senior Manager, State & Local Tax – Income Tax, Residency
Baker Tilly US. Advise high-net-worth individuals on state residency and domicile matters, including evaluating residency changes and developing strategies .
Posted 9/21/2026full-timeSan Francisco • California • United StatesSenior💰 $166,070 - $294,400 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in state and local tax matters, particularly in advising high-net-worth individuals on residency and domicile issues, managing tax audits, and providing technical guidance. Strong analytical and communication skills are essential for effective client service and collaboration across tax practices.
Highest-signal resume keywords
CPAState And Local Tax (SALT)Tax Controversy ManagementHigh-Net-Worth Individual AdvisoryAnalytical Research Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
State Individual Income Tax PrinciplesResidency And Domicile EvaluationIncome SourcingTax CreditsTax Audit ExperienceTechnical Memoranda DevelopmentClient CommunicationEngagement ManagementCoaching And Reviewing AssociatesBusiness Development
Soft Skills
Verbal CommunicationWritten CommunicationCollaborationClient ServiceLeadership
Certifications & Qualifications
CPACMILaw LicenseJDLLM
Industry Keywords
High-Net-Worth IndividualsTax ControversyState Tax AuditsPrivate Wealth PracticeLegislative Developments
Tech Stack
Tools & technologiesSaltStack
About the role
Key responsibilities & impact- Advise high-net-worth individuals on state residency and domicile matters, including evaluating residency changes and developing strategies
- Lead and manage state residency and individual income tax audits and controversies
- Respond to information document requests and prepare factual and technical positions, correspondence, and protests
- Interact and negotiate with state taxing authorities and assist with administrative appeals
- Advise clients on multistate individual income tax matters, income sourcing, compensation, liquidity events, business transactions, asset sales, and tax credits
- Serve as a SALT resource to the Private Wealth practice and coordinate with federal, estate and gift, trust, business tax, and other specialists
- Research complex state tax issues and monitor legislative and regulatory developments
- Contribute to technical memoranda, client communications, articles, presentations, webinars, and thought leadership
- Support business development, proposals, presentations, and prospective opportunities
- Maintain client communication, manage expectations, and deliver exceptional client service
- Manage consulting and controversy engagements, including scope, staffing, scheduling, budgets, billings, collections, deadlines, and engagement economics
- Review and coach associates and senior associates, providing technical feedback and supporting professional development
Requirements
What you’ll need- 4-year degree
- 8 years of professional experience
- CPA, CMI or Law License/JD/LLM required
- Bachelor’s degree in Accounting, Finance or related field required
- Masters or advanced degree preferred
- Five (5)+ years of experience in state and local tax, individual taxation, tax controversy, or a related area
- 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, strongly preferred
- Strong analytical, research, written, and verbal communication skills
- Ability to collaborate effectively across tax and advisory practices while leading teams and managing multiple engagements
- Experience reviewing associates’ and/or senior associates’ work and providing coaching and technical guidance
- Eligibility to work in the U.S., without sponsorship, required
- Must be located in California near a Baker Tilly office
Benefits
Comp & perks- Comprehensive compensation and benefits package to eligible employees