Senior 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 residency strategies .

Posted 9/25/2026full-timeSan Francisco • California • United StatesSenior💰 $92,170 - $163,400 per yearWebsite

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Advise high-net-worth individuals on state residency and domicile matters, including evaluating residency changes and developing residency strategies
Advise clients on tax implications and documentation requirements for establishing or terminating residency
Lead state residency and individual income tax audits and controversies
Respond to information document requests and develop factual and technical positions
Prepare correspondence and protests, interact and negotiate with state taxing authorities, and assist with administrative appeals
Advise 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 through opportunities, client and referral relationships, proposals, presentations, and prospective opportunities
Maintain client communication, manage expectations, and provide responsive client service
Manage consulting and controversy engagements, including scope, staffing, scheduling, budgets, billings, collections, deadlines, and engagement economics
Review and coach associates and support their professional development

Requirements

What you’ll need

4-year degree
3 years of professional experience
License eligible for CPA, CMI, Law License/JD
Bachelor’s degree in Accounting, Finance or related field required
Three (3)+ 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 across State & Local Tax, Private Wealth, and other specialty tax and advisory practices while leading teams and managing multiple engagements, priorities, and deadlines
Experience reviewing 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