SALT Senior: Residency & Multistate Tax Advisor (CA)

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

Job summary

Baker Tilly, a leading CPA advisory firm, seeks a Senior State & Local Tax professional (Income Tax & Residency) to join its SALT practice in California. The role focuses on residency/domicile planning, audits, and tax controversies, serving high-net-worth individuals and business owners.

You will collaborate with Private Wealth and other tax teams, stay current on regulatory changes, and contribute to client communications, thought leadership, and business development.

Qualifications

• Requires four-year degree and CPA/CMI/Law/JD eligibility.
• 3+ years of professional experience in SALT or related areas.
• Strong analytical, research and communication skills.

Responsibilities

• Advise high-net-worth clients on residency and domicile matters, including planning and documentation.
• Lead state residency audits and controversies, respond to information requests, and negotiate with authorities.
• Provide integrated advice with Private Wealth and other tax teams to clients and families.
• Develop and maintain client relationships, support proposals, and contribute to thought leadership.
• Manage multiple engagements including scope, budgets, and deadlines.
• Mentor associates and deliver timely technical feedback.

Skills

Residency planning

State & Local Tax

Tax controversy

Client advisory

Education

Bachelor’s degree in Accounting, Finance or related field

Job description

Baker Tilly, a leading CPA advisory firm, seeks a Senior State & Local Tax professional (Income Tax & Residency) to join its SALT practice in California. The role focuses on residency/domicile planning, audits, and tax controversies, serving high-net-worth individuals and business owners.

You will collaborate with Private Wealth and other tax teams, stay current on regulatory changes, and contribute to client communications, thought leadership, and business development.