SALT Senior: Residency & Income Tax Advisor

Baker Tilly US; San Diego (CA); On-site; USD 92,000 - 163,000; Full time

Job summary

Baker Tilly is seeking a State & Local Tax Senior (Income Tax & Residency) to join our SALT practice in California. You will advise high-net-worth clients on residency and domicile planning, audits, and controversies, collaborating with the Private Wealth team to deliver integrated tax solutions.

The role emphasizes technical advisory work, responsiveness, and client service, with opportunities to influence engagements and outcomes across multiple states.

Qualifications

• Requires 4-year degree and 3 years of professional experience.
• CPA, CMI, Law JD eligibility is preferred for licensure/credentialing.
• Bachelor’s in Accounting/Finance and related fields are valued.

Responsibilities

• Serve as trusted advisor on state residency and domicile matters for high-net-worth individuals.
• Lead state residency and individual income tax audits and controversies.
• Advise clients on multistate income tax matters and credits.
• Coordinate with Private Wealth practice and other specialists for integrated advice.
• Research complex state tax issues and contribute to technical memoranda and client communications.
• Support business development and cross-practice collaboration.
• Maintain proactive client communication and manage engagement economics.
• Provide coaching to associates and contribute to professional development.

Skills

Analytical skills

Written communication

Verbal communication

Collaboration

Client service

Education

Bachelor’s degree in Accounting

Master’s degree preferred

CPA license eligible

Job description

Baker Tilly is seeking a State & Local Tax Senior (Income Tax & Residency) to join our SALT practice in California. You will advise high-net-worth clients on residency and domicile planning, audits, and controversies, collaborating with the Private Wealth team to deliver integrated tax solutions.

The role emphasizes technical advisory work, responsiveness, and client service, with opportunities to influence engagements and outcomes across multiple states.