OverviewBaker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
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Job Description:
Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a State & Local Tax Director focused on High Net Worth Individual, Estate, and Trust tax consulting to join and help expand our State & Local Tax (SALT) Residency practice!
Our SALT practice is made up of 300+ professionals across the U.S., providing a full spectrum of state and local tax services. In this role, you will be a senior leader in Baker Tilly's delivery of residency, domicile, controversy, and related state income tax services to high net worth individuals and families.
Working closely with leaders in our Private Wealth practice, you will build a differentiated national capability serving high net worth individuals, families, business owners, executives, and family offices. You will lead our most complex and significant residency matters, strengthen key client and referral relationships, drive business development, oversee technical quality and risk, and develop the next generation of leaders within the practice.
Must be located in California near a Baker Tilly office.
You will enjoy this role if:
- You want to be recognized as a senior advisor and subject matter leader in high-net-worth residency and state income taxation.
- You enjoy advising sophisticated high net worth clients and their families on significant decisions and complex state tax controversies.
- You have the judgment to lead high-stakes matters involving significant tax exposure, sensitive client circumstances, and challenging state tax authorities.
- You enjoy building a business-originating opportunities, expanding client relationships, and developing strong referral networks across the Private Wealth ecosystem
- You enjoy developing senior professionals, building high-performing teams, and creating opportunities for others to lead with increasing independence.
What you'll do:
- Serve as a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on their most significant state income tax matters.
- Lead the firm's most complex residency, domicile, and multistate individual income tax matters, including significant planning engagements, audits, appeals, and controversies. Serve as the senior escalation point for difficu