State & Local Tax Manager- Income Franchise

Baker Tilly•San Francisco, CA

10h

About The Position

Baker Tilly is hiring a State & Local Tax Manager for its growing State & Local Tax (SALT) practice, which provides services including income and franchise tax, sales and use tax, real and personal property tax, unclaimed property, and voluntary disclosure and remediation. The role advises middle-market and Fortune 500 clients on state and local tax challenges, helping them maintain compliance, reduce expenses and tax rates, and enhance cash flow. The manager leads complex consulting engagements across multiple tax disciplines and states, researches tax issues, advises on controversies, and helps clients identify filing options, exemptions, credits, incentives, and structures. The position also includes client relationship management, engagement financial oversight, business development, and supporting the professional growth of team members. The job posting says to discuss work location status with a Baker Tilly talent acquisition professional; it does not specify a workplace type.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
CPA, CMI, or JD/LLM; the posting also describes the required credential as a CPA, law license, or CMI.
At least five years of experience in state and local tax.
Ability to lead and supervise others and provide exceptional client service.
Commitment to continuous learning and staying current on applicable strategies.
Ability to understand both the big picture and details, demonstrate appropriate ethical knowledge and commitment, and complete projects with urgency, quality, and timeliness.
Eligibility to work in the U.S. without sponsorship is highly preferred.

Nice To Haves

Master’s or other advanced degree.
Professional services firm experience.
At least two years of experience supervising, mentoring, and counseling associates; another section of the posting says three or more years is desired.

Responsibilities

Advise middle-market and Fortune 500 clients on strategic state and local tax matters, compliance, and opportunities to lower tax rates and reduce tax burdens.
Manage multidisciplinary, multistate reviews of income, franchise, sales and use, and other taxes to identify filing options, exemptions, credits, incentives, and corporate structures.
Research state tax issues, including nexus determinations, taxability analyses, and potential liability calculations.
Counsel clients on state and local tax controversies by researching issues, drafting client correspondence, preparing ruling requests, and guiding clients in defending against state audits.
Plan and execute tax projects requiring broad expertise, including due diligence and voluntary disclosure projects.
Prepare technical memoranda on state and local tax issues for individuals, corporations, partnerships, and LLCs.
Communicate actively with clients, make recommendations for business and process improvements, manage expectations, and enhance client value.
Help manage client engagement staffing, billings, and collections, and ensure client profitability targets are met.
Network and build relationships within the firm, with clients, and in the community to support practice growth.
Pursue professional development and participate in firmwide learning and development programs.
Support team members’ growth and development through the Baker Tilly Care and Teach philosophy.