State & Local Tax Manager – Income Tax & Residency

Baker Tilly US

. Advise high-net-worth individuals on state residency and domicile matters, including residency changes, tax implications, and documentation requirements .

Posted 9/15/2026full-timeRemote • New York • United StatesMid-LevelSenior💰 $112,600 - $219,610 per yearWebsite

Core Competencies

Role fit

Core 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, tax implications, and managing tax audits. Proven ability to lead teams, provide technical guidance, and deliver exceptional client service while navigating complex tax regulations.

Highest-signal resume keywords

State And Local Tax ExpertiseHigh-Net-Worth Individual AdvisoryTax Controversy ManagementAnalytical And Research SkillsClient Communication And Service

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

State Individual Income Tax PrinciplesTax Audits And ControversyIncome SourcingTax CreditsTechnical Memoranda DevelopmentClient Proposals And PresentationsBudget ManagementEngagement EconomicsCoaching And Technical Guidance

Soft Skills

Analytical SkillsWritten CommunicationVerbal CommunicationCollaborationLeadership

Certifications & Qualifications

CPACMIJD/LLM

Industry Keywords

High-Net-Worth IndividualsState ResidencyDomicile MattersTax ImplicationsClient ServiceLegislative DevelopmentsPrivate Wealth PracticeBusiness DevelopmentTax Controversy

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Advise high-net-worth individuals on state residency and domicile matters, including residency changes, tax implications, and documentation requirements
Lead and manage state residency and individual income tax audits and controversies
Respond to information document requests, develop factual and technical positions, prepare correspondence and protests, and interact with state taxing authorities
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 through client and referral relationships, proposals, presentations, and prospective opportunities
Maintain client communication, manage expectations, and provide 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 professional development support

Requirements

What you’ll need

4-year degree
5 years of professional experience
Bachelor's degree in Accounting, Finance or related field required
CPA, CMI or JD/LLM 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 effectively across tax and advisory practices while leading teams and managing multiple engagements
Experience reviewing work of associates and/or senior associates and providing coaching and technical guidance
Eligibility to work in the U.S. without sponsorship required
Must be located near a Baker Tilly office

Benefits

Comp & perks

Comprehensive compensation and benefits package to eligible employees