State & Local Tax Senior- Income Tax & Residency

Baker Tilly•San Diego, CA

3d•$92,170 - $163,400•Onsite

About The Position

Baker Tilly is seeking a State & Local Tax Senior (Income Tax & Residency) to join their State & Local Tax (SALT) practice. This client-facing role involves working with the Private Wealth practice and other tax professionals to advise high-net-worth individuals, families, business owners, executives, and family offices on complex state and local income tax matters. The focus will be on residency and domicile planning, residency changes, and state tax controversy. The role requires serving as a trusted advisor on individual, trust, and estate tax matters, assisting clients with residency changes, understanding tax implications, documentation, and practical considerations. It also involves representing clients in residency audits and other individual income tax controversies before state taxing authorities. This is a consulting role emphasizing technical advice, responsiveness, relationship management, and collaboration with Baker Tilly's Private Wealth practice. The position requires the candidate to be located in California near a Baker Tilly office.

Requirements

4- year degree
3 years of professional experience
License eligible for CPA, CMI, Law License/JD.
Eligibility to work in the U.S., without sponsorship, required.

Nice To Haves

Bachelor’s degree in Accounting, Finance or related field required; Masters or advanced degree preferred.
Three (3)+ year(s) experience in state and local tax, individual taxation, tax controversy, or a related area; professional services firm experience preferred.
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, is strongly preferred.
Strong analytical, research, written, and verbal communication skills, with the judgment, discretion, responsiveness, and interpersonal skills necessary to advise high-net-worth clients and their advisors on complex and sensitive matters.
Ability to collaborate effectively across State & Local Tax, Private Wealth, and other specialty tax and advisory practices while leading teams and managing multiple consulting and controversy engagements, competing priorities, and deadlines.
Experience reviewing the work of associates and/or senior associates and providing coaching and technical guidance.

Responsibilities

Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters, including evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing strategies to establish, maintain, or terminate residency, and advising on related tax implications and documentation requirements.
Help lead state residency and individual income tax audits and controversies, including responding to information document requests, developing factual and technical positions, preparing correspondence and protests, interacting and negotiating with state taxing authorities, and assisting with administrative appeals.
Advise clients on multistate individual income tax matters, including income sourcing, compensation, liquidity events, business transactions, asset sales, and credits for taxes paid to other jurisdictions.
Serve as an accessible SALT resource to Baker Tilly's Private Wealth practice and coordinate with federal, estate and gift, trust, business tax, and other specialists to provide timely, integrated advice.
Research complex state tax issues, monitor relevant legislative and regulatory developments, and contribute to technical memoranda, client communications, articles, presentations, webinars, and other thought leadership.
Contribute to business development by identifying opportunities, developing client and referral relationships, supporting proposals and presentations, and collaborating across Baker Tilly on prospective opportunities.
Maintain active communication with clients, manage expectations, and demonstrate a high degree of responsiveness and commitment to exceptional client service.
Help manage multiple consulting and controversy engagements, including project scope, staffing, scheduling, budgets, billings, collections, deadlines, and engagement economics.
Review and coach associates, providing timely technical feedback and supporting their professional development through Baker Tilly's Care and Teach philosophy.