Baker Tilly US

• 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

State & Local Tax Manager – Income Tax & Residency