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State and Local Tax Director – HNW/Private Wealth
Baker Tilly US. Serve as a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on significant state income tax matters .
Posted 9/21/2026full-timeSan Francisco • California • United StatesLead💰 $257,140 - $455,850 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in state and local tax matters, particularly in individual income taxation, residency, and domicile issues. Proven ability to lead client engagements, develop business opportunities, and mentor emerging leaders while maintaining high standards of quality and risk management.
Highest-signal resume keywords
Extensive State And Local Tax ExperienceCPA, CMI Or Law License/JD, LLMExecutive-Level Communication SkillsBusiness Development And Revenue GrowthThought Leadership In Tax Matters
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Individual Income TaxationResidency And Domicile PlanningStatutory ResidencyIncome SourcingTax Audits And ControversiesEngagement StrategiesQuality Control ProcessesTechnical Resources DevelopmentMarket Presence EstablishmentRisk Management
Soft Skills
LeadershipCoaching And MentoringNegotiationRelationship ManagementEntrepreneurial Mindset
Certifications & Qualifications
CPACMILaw License/JDLLM
Industry Keywords
High Net Worth IndividualsFamily OfficesPrivate WealthReferral NetworksClient EngagementsMarket OpportunitiesSALTThought LeadershipPerformance ManagementTalent Development
Tech Stack
Tools & technologiesSaltStack
About the role
Key responsibilities & impact- Serve as a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on significant state income tax matters
- Lead complex residency, domicile, and multistate individual income tax planning, audits, appeals, and controversies
- Provide executive-level quality and risk oversight for significant engagements
- Partner with Private Wealth leaders to deliver residency and state income tax services nationally
- Identify opportunities within the existing client base and lead business development and revenue growth
- Build and maintain referral networks with attorneys, wealth advisors, family offices, investment professionals, bankers, and other advisors
- Lead prospective client meetings and proposals, develop engagement strategies and pricing, and convert opportunities into long-term relationships
- Establish market presence through thought leadership, speaking engagements, webinars, conferences, and technical publications
- Monitor legislative, regulatory, administrative, and judicial developments and help establish technical positions and client messaging
- Improve practice methodologies, technical resources, engagement approaches, documentation standards, and quality control processes
- Maintain executive oversight of significant client relationships and engagements
- Provide strategic direction to Senior Managers and Managers
- Develop emerging leaders through coaching and mentoring
- Participate in recruiting, retention, performance management, promotion, succession planning, and talent initiatives
- Collaborate with SALT and Private Wealth leadership on strategic planning, resource needs, investments, market opportunities, and revenue goals
- Represent Baker Tilly in the marketplace and strengthen its reputation in complex residency and state income tax matters
Requirements
What you’ll need- Must be located in California near a Baker Tilly office
- 4-year degree
- 12 years of professional experience
- CPA, CMI or Law License/JD, LLM required
- Bachelor's degree in Accounting, Finance, or a related field required
- Extensive state and local tax experience, including deep technical expertise in individual income taxation, residency and domicile, statutory residency, income sourcing, and significant state tax audits and controversies
- Demonstrated success generating new business, expanding client relationships, developing referral sources, and building a strong marketplace presence and sustainable pipeline
- Proven ability to lead through others, including developing senior professionals, delegating effectively, building accountability, and attracting and retaining high-performing talent
- Executive-level communication, presentation, negotiation, and relationship-management skills
- Demonstrated thought leadership through writing, speaking, training, or other market-facing activities
- Ability to balance growth, client service, technical quality, talent development, engagement economics, and risk management across a significant portfolio of relationships and engagements
- Strong entrepreneurial mindset and demonstrated interest in building and expanding a specialized professional services practice
- Eligibility to work in the U.S. without sponsorship required
Benefits
Comp & perks- Comprehensive compensation and benefits package to eligible employees