State & Local Tax Manager – Income Tax & Residency

Baker Tilly US

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

Posted 9/21/2026full-timeSan Francisco • California • United StatesMid-LevelSenior💰 $123,860 - $219,610 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in state and local tax matters, particularly in advising high-net-worth individuals on residency and domicile issues, while effectively managing tax audits and controversies. Strong analytical and communication skills are essential for delivering exceptional client service and collaborating across various tax practices.

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 PrinciplesResidency And Domicile AnalysisTax Audit ManagementIncome SourcingTax CreditsTechnical Memoranda PreparationFactual And Technical Position DevelopmentClient Proposals And PresentationsCoaching And Reviewing Associates' WorkBusiness Development

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationClient Relationship ManagementCoaching And Mentoring

Certifications & Qualifications

CPALaw License/JD/LLMCMI

Industry Keywords

High-Net-Worth IndividualsTax ImplicationsState Tax AuditsIndividual TaxationPrivate Wealth PracticeLegislative And Regulatory DevelopmentsEngagement EconomicsProfessional Development

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, documentation, and tax implications
Lead and manage state residency and individual income tax audits and controversies
Respond to information document requests and prepare factual and technical positions, correspondence, protests, and 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 through opportunities, client and referral relationships, proposals, presentations, and prospective engagements
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

Must be located in California near a Baker Tilly office
4-year degree
5 years of professional experience
CPA, Law License/JD/LLM or CMI required
Bachelor’s degree in Accounting, Finance or related field required
Three (3)+ years 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
Experience reviewing associates’ and/or senior associates’ work and providing coaching and technical guidance
Eligibility to work in the U.S. without sponsorship required

Benefits

Comp & perks

Comprehensive compensation and benefits package to eligible employees
Baker Tilly's Care and Teach philosophy supporting professional development