State & Local Tax Senior- Income Tax & Residency
Baker Tilly US · Fresno, CA · 1 mo ago
Accounting$92k–$163k/yrFull-time
We need to output HTML fragment with sections: Overview (maybe not needed? The instructions: use for each section heading. Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include sections only when posting has real specific content. The posting includes Overview (company description) but not necessarily a heading. We could treat Overview as maybe "About the role"? Actually Overview is about company, not role. Could be "About the role" but we have a Job Description section. The instructions: do NOT repeat the job title as a heading (the page already shows it) and do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. We need to preserve all substantive information. Remove boilerplate: EEO, equal-opportunity, scam-warning, cookie/navigation/legal, duplicated lines, application instructions. We need to include sections only when posting has real specific content. Likely sections: About the role (maybe from Overview?), Responsibilities (What You’ll Do), Requirements (Minimum Qualifications), Qualifications (Preferred Qualifications), Skills (maybe part of qualifications), Pay (pay rate range), Benefits (maybe mention comprehensive compensation and benefits package), Schedule (not mentioned). We should not create Schedule if not present. We need to use
for each section heading. Use - for any list of duties/requirements/benefits, and
for prose.
We must not invent or summarize away detail. Must preserve all substantive information.
We need to decide what content goes where.
Let's extract substantive parts:
Overview: Baker Tilly is a leading advisory, tax and assurance firm... (lots). This is company description. Could be placed under a section like "About the firm" but not in list of allowed headings. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put company overview under "About the role"? Might be okay but it's not exactly role. However instructions: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples, not exclusive? Probably we should stick to those headings. So we need to map content to those headings.
We have:
- About the role: could include overview of role and maybe company description? The job description includes "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 Senior (Income Tax & Residency) to join our State & Local Tax (SALT) practice! ..." That's about the role. So we can put that under About the role.
- Responsibilities: "What You’ll Do" bullet list.
- Requirements: Minimum Qualifications.
- Qualifications: Preferred Qualifications.
- Skills: maybe we can extract skills from qualifications (analytical, research, written, verbal communication skills, etc.) Could be separate but we could also include under Qualifications. However we need to avoid thin sections. Could combine Skills into Qualifications? But we need to follow instruction: Use sections only when posting has real specific content. If we put skills under Qualifications, we might not need separate Skills section. But we have to decide.
- Pay: pay rate range.
- Benefits: mention "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." That's substantive enough for Benefits section.
- Schedule: not mentioned, so omit.
We also need to include location requirement: "Must be located in California near a Baker Tilly office." That's a requirement; could go under Requirements or Qualifications. Probably under Requirements.
Also note: "Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring." That's maybe minor metadata; could be omitted as boilerplate? It's not exactly boilerplate but it's about discussing work location; could be considered minor. Might drop.
Also need to remove EEO etc.
Now we need to preserve all substantive information. Let's list all substantive sentences:
From Overview (company description):
- Baker 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.
From 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 Senior (Income Tax & Residency) to join our State & Local Tax (SALT) 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 client-facing role, you will work closely with our Private Wealth practice and other tax professionals to advise high net worth individuals, families, business owners, executives, and family offices on complex state and local income tax matters, with a particular emphasis on residency and domicile planning, residency changes, and state tax controversy.
- You will serve as a trusted advisor to clients consulting on individual, trust, and estate tax matters.
- As well as contemplating or implementing changes in residency, helping them understand the tax implications, documentation requirements, and practical considerations associated with establishing or terminating residency in a particular state.
- You will also represent and assist clients in residency audits and other individual income tax controversies before state taxing authorities.
- This is a client-facing consulting role with a strong focus on technical advice, responsiveness, relationship management, and collaboration with Baker Tilly's Private Wealth practice.
- Must be located in California near a Baker Tilly office.
What You’ll Do (list):
- Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters, including evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing strategies to establish, maintain, or terminate residency, and advising on related tax implications and documentation requirements.
- Help lead state residency and individual income tax audits and controversies, including responding to information document requests, developing factual and technical positions, preparing correspondence and protests, interacting and negotiating with state taxing authorities, and assisting with administrative appeals.
- Advise clients on multistate individual income tax matters, including income sourcing, compensation, liquidity events, business transactions, asset sales, and credits for taxes paid to other jurisdictions.
- Serve as an accessible SALT resource to Baker Tilly's Private Wealth practice and coordinate with federal, estate and gift, trust, business tax, and other specialists to provide timely, integrated advice.
- Research complex state tax issues, monitor relevant legislative and regulatory developments, and contribute to technical memoranda, client communications, articles, presentations, webinars, and other thought leadership.
- Contribute to business development by identifying opportunities, developing client and referral relationships, supporting proposals and presentations, and collaborating across Baker Tilly on prospective opportunities.
- Maintain active communication with clients, manage expectations, and demonstrate a high degree of responsiveness and commitment to exceptional client service.
- Help manage multiple consulting and controversy engagements, including project scope, staffing, scheduling, budgets, billings, collections, deadlines, and engagement economics.
- Review and coach associates, providing timely technical feedback and supporting their professional development through Baker Tilly's Care and Teach philosophy
Minimum Qualifications:
- 4- year degree
- 3 years of professional experience
- License eligible for CPA, CMI, Law License/JD.
Preferred Qualifications:
- Bachelor’s degree in Accounting, Finance or related field required; Masters or advanced degree preferred.
- Three (3)+ year(s) experience in state and local tax, individual taxation, tax controversy, or a related area; professional services firm experience preferred.
- Experience advising high-net-worth individuals, business owners, executives, family offices, or similar private clients strongly preferred.
- Strong working knowledge of state individual income tax principles, particularly residency and domicile, statutory residency, income sourcing, and credits for taxes paid to other states.
- Experience with state tax audits and controversy matters, particularly residency or individual income tax examinations, is strongly preferred.
- Strong analytical, research, written, and verbal communication skills, with the judgment, discretion, responsiveness, and interpersonal skills necessary to advise high-net-worth clients and their advisors on complex and sensitive matters.
- Ability to collaborate effectively across State & Local Tax, Private Wealth, and other specialty tax and advisory practices while leading teams and managing multiple consulting and controversy engagements, competing priorities, and deadlines.
- Experience reviewing the work of associates and/or senior associates and providing coaching and technical guidance.
- Eligibility to work in the U.S., without sponsorship, required.
Pay:
- The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.
- Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
- In California: pay rate range is $92,170 to $163,400
Benefits: mention comprehensive compensation and benefits package.
We also have "Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram." That's maybe minor but could be kept under About the role? Might be considered boilerplate? It's not EEO but it's a call to action; could be considered minor. Might drop as it's not substantive about role. However it's part of overview. Might keep as a short paragraph.
We need to output only HTML fragment, no markdown fences.
Let's structure:
About the role
... (company overview + job description summary)
But we need to avoid duplication. Let's craft a concise paragraph that includes all substantive overview and job description info without repeating.
We could split: About the role includes company overview and role description. Then Responsibilities list. Then Requirements (minimum qualifications). Then Qualifications (preferred). Then Pay. Then Benefits.
We need to ensure we don't miss any substantive info.
Let's draft About the role paragraph:
Baker Tilly is a leading advisory, tax and assurance firm providing clients with a coast-to-coast and global advantage in major U.S. regions and world financial centers including New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP operate under an alternative practice structure per AICPA standards; Baker Tilly US, LLP is a licensed independent CPA firm providing attest services, while Baker Tilly Advisory Group, LP and its subsidiaries provide tax and business advisory services and are not licensed CPA firms. Together they are independent members of Baker Tilly International, a network in 141 territories with 43,000 professionals and $5.2 billion combined revenue. Baker Tilly is among the fastest‑growing CPA advisory firms nationally and seeks a State & Local Tax Senior (Income Tax & Residency) to join its SALT practice of 300+ U.S. professionals offering a full spectrum of state and local tax services. In this client‑facing role you will work with the
for prose. We must not invent or summarize away detail. Must preserve all substantive information. We need to decide what content goes where. Let's extract substantive parts: Overview: Baker Tilly is a leading advisory, tax and assurance firm... (lots). This is company description. Could be placed under a section like "About the firm" but not in list of allowed headings. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We could put company overview under "About the role"? Might be okay but it's not exactly role. However instructions: "use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., meaning those are examples, not exclusive? Probably we should stick to those headings. So we need to map content to those headings.
We have:
- About the role: could include overview of role and maybe company description? The job description includes "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 Senior (Income Tax & Residency) to join our State & Local Tax (SALT) practice! ..." That's about the role. So we can put that under About the role.
- Responsibilities: "What You’ll Do" bullet list.
- Requirements: Minimum Qualifications.
- Qualifications: Preferred Qualifications.
- Skills: maybe we can extract skills from qualifications (analytical, research, written, verbal communication skills, etc.) Could be separate but we could also include under Qualifications. However we need to avoid thin sections. Could combine Skills into Qualifications? But we need to follow instruction: Use sections only when posting has real specific content. If we put skills under Qualifications, we might not need separate Skills section. But we have to decide.
- Pay: pay rate range.
- Benefits: mention "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." That's substantive enough for Benefits section.
- Schedule: not mentioned, so omit.
We also need to include location requirement: "Must be located in California near a Baker Tilly office." That's a requirement; could go under Requirements or Qualifications. Probably under Requirements.
Also note: "Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring." That's maybe minor metadata; could be omitted as boilerplate? It's not exactly boilerplate but it's about discussing work location; could be considered minor. Might drop.
Also need to remove EEO etc.
Now we need to preserve all substantive information. Let's list all substantive sentences:
From Overview (company description):
- Baker 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.
From 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 Senior (Income Tax & Residency) to join our State & Local Tax (SALT) 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 client-facing role, you will work closely with our Private Wealth practice and other tax professionals to advise high net worth individuals, families, business owners, executives, and family offices on complex state and local income tax matters, with a particular emphasis on residency and domicile planning, residency changes, and state tax controversy.
- You will serve as a trusted advisor to clients consulting on individual, trust, and estate tax matters.
- As well as contemplating or implementing changes in residency, helping them understand the tax implications, documentation requirements, and practical considerations associated with establishing or terminating residency in a particular state.
- You will also represent and assist clients in residency audits and other individual income tax controversies before state taxing authorities.
- This is a client-facing consulting role with a strong focus on technical advice, responsiveness, relationship management, and collaboration with Baker Tilly's Private Wealth practice.
- Must be located in California near a Baker Tilly office.
What You’ll Do (list):
- Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters, including evaluating potential residency changes, understanding clients’ personal and financial circumstances, developing strategies to establish, maintain, or terminate residency, and advising on related tax implications and documentation requirements.
- Help lead state residency and individual income tax audits and controversies, including responding to information document requests, developing factual and technical positions, preparing correspondence and protests, interacting and negotiating with state taxing authorities, and assisting with administrative appeals.
- Advise clients on multistate individual income tax matters, including income sourcing, compensation, liquidity events, business transactions, asset sales, and credits for taxes paid to other jurisdictions.
- Serve as an accessible SALT resource to Baker Tilly's Private Wealth practice and coordinate with federal, estate and gift, trust, business tax, and other specialists to provide timely, integrated advice.
- Research complex state tax issues, monitor relevant legislative and regulatory developments, and contribute to technical memoranda, client communications, articles, presentations, webinars, and other thought leadership.
- Contribute to business development by identifying opportunities, developing client and referral relationships, supporting proposals and presentations, and collaborating across Baker Tilly on prospective opportunities.
- Maintain active communication with clients, manage expectations, and demonstrate a high degree of responsiveness and commitment to exceptional client service.
- Help manage multiple consulting and controversy engagements, including project scope, staffing, scheduling, budgets, billings, collections, deadlines, and engagement economics.
- Review and coach associates, providing timely technical feedback and supporting their professional development through Baker Tilly's Care and Teach philosophy
Minimum Qualifications:
- 4- year degree
- 3 years of professional experience
- License eligible for CPA, CMI, Law License/JD.
Preferred Qualifications:
- Bachelor’s degree in Accounting, Finance or related field required; Masters or advanced degree preferred.
- Three (3)+ year(s) experience in state and local tax, individual taxation, tax controversy, or a related area; professional services firm experience preferred.
- Experience advising high-net-worth individuals, business owners, executives, family offices, or similar private clients strongly preferred.
- Strong working knowledge of state individual income tax principles, particularly residency and domicile, statutory residency, income sourcing, and credits for taxes paid to other states.
- Experience with state tax audits and controversy matters, particularly residency or individual income tax examinations, is strongly preferred.
- Strong analytical, research, written, and verbal communication skills, with the judgment, discretion, responsiveness, and interpersonal skills necessary to advise high-net-worth clients and their advisors on complex and sensitive matters.
- Ability to collaborate effectively across State & Local Tax, Private Wealth, and other specialty tax and advisory practices while leading teams and managing multiple consulting and controversy engagements, competing priorities, and deadlines.
- Experience reviewing the work of associates and/or senior associates and providing coaching and technical guidance.
- Eligibility to work in the U.S., without sponsorship, required.
Pay:
- The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location.
- Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
- In California: pay rate range is $92,170 to $163,400
Benefits: mention comprehensive compensation and benefits package.
We also have "Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram." That's maybe minor but could be kept under About the role? Might be considered boilerplate? It's not EEO but it's a call to action; could be considered minor. Might drop as it's not substantive about role. However it's part of overview. Might keep as a short paragraph.
We need to output only HTML fragment, no markdown fences.
Let's structure:
About the role
... (company overview + job description summary)
But we need to avoid duplication. Let's craft a concise paragraph that includes all substantive overview and job description info without repeating. We could split: About the role includes company overview and role description. Then Responsibilities list. Then Requirements (minimum qualifications). Then Qualifications (preferred). Then Pay. Then Benefits. We need to ensure we don't miss any substantive info. Let's draft About the role paragraph: Baker Tilly is a leading advisory, tax and assurance firm providing clients with a coast-to-coast and global advantage in major U.S. regions and world financial centers including New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP operate under an alternative practice structure per AICPA standards; Baker Tilly US, LLP is a licensed independent CPA firm providing attest services, while Baker Tilly Advisory Group, LP and its subsidiaries provide tax and business advisory services and are not licensed CPA firms. Together they are independent members of Baker Tilly International, a network in 141 territories with 43,000 professionals and $5.2 billion combined revenue. Baker Tilly is among the fastest‑growing CPA advisory firms nationally and seeks a State & Local Tax Senior (Income Tax & Residency) to join its SALT practice of 300+ U.S. professionals offering a full spectrum of state and local tax services. In this client‑facing role you will work with the