SALT Senior: Residency & Income Tax Advisor

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

Job summary

Baker Tilly in California seeks a State & Local Tax Senior (Income Tax & Residency) to join our SALT practice. You will advise high-net-worth clients on residency and domicile planning, audits, and state tax controversies, collaborating with Private Wealth and other tax specialists.

This client-facing role emphasizes technical accuracy, responsiveness, and relationship management as you help clients evaluate residency changes, understand tax implications, and coordinate with state authorities.

Qualifications

• 4-year degree required.
• 3 years of professional experience.
• CPA, CMI, or Law JD eligibility.

Responsibilities

• Advise high-net-worth clients on residency and domicile matters and related tax implications.
• Lead state residency and individual income tax audits and controversies with state authorities.
• Provide integrated SALT advice across Private Wealth, estate, and other practices.
• Research complex state tax issues and contribute to memoranda, client communications, and thought leadership.
• Develop client relationships and support proposals and business development.
• Maintain proactive client communication and manage project timelines and budgets.
• Coach associates and support their professional development within Baker Tilly.

Skills

State & Local Tax

Residency & domicile

Audit & controversy

Client advisory

Education

4-year degree

CPA/CMI/JD eligible

Job description

Baker Tilly in California seeks a State & Local Tax Senior (Income Tax & Residency) to join our SALT practice. You will advise high-net-worth clients on residency and domicile planning, audits, and state tax controversies, collaborating with Private Wealth and other tax specialists.

This client-facing role emphasizes technical accuracy, responsiveness, and relationship management as you help clients evaluate residency changes, understand tax implications, and coordinate with state authorities.