SALT Senior: Residency & Multi-State Tax Advisor

Baker Tilly International; San Francisco (CA); Hybrid; USD 922,000 - 923,000; Full time

Job summary

Baker Tilly in California seeks a State & Local Tax Senior (Income Tax & Residency) to advise high-net-worth individuals on residency and domicile planning, income tax implications, and documentation requirements. In this client-facing role you will lead residency audits and controversies, coordinate with Private Wealth and other specialists, and deliver timely, integrated tax advice.

You will research complex state tax issues, contribute to memoranda and thought leadership, and help develop new

Qualifications

• 4-year degree required.
• 3+ years of experience in state and local tax, taxation, or related areas.
• CPA/CMI/Law license eligibility.
• Experience advising high-net-worth individuals, business owners, executives, or family offices preferred.
• Strong knowledge of residency, domicile, and multistate income tax concepts.

Responsibilities

• Advise high-net-worth individuals on residency and domicile matters.
• Lead state residency audits and controversies, including documentation and protests.
• Advise on multistate individual income tax matters and credits for other states.
• Coordinate with Baker Tilly's Private Wealth practice and other specialists.
• Research complex state tax issues and contribute to memoranda and client communications.

Skills

Analytical skills

Communication skills

Client relationship management

Team leadership

Residency/domicile tax knowledge

Education

4-year degree

Master's degree preferred

Job description

Baker Tilly in California seeks a State & Local Tax Senior (Income Tax & Residency) to advise high-net-worth individuals on residency and domicile planning, income tax implications, and documentation requirements. In this client-facing role you will lead residency audits and controversies, coordinate with Private Wealth and other specialists, and deliver timely, integrated tax advice.

You will research complex state tax issues, contribute to memoranda and thought leadership, and help develop new