State & Local Tax Senior- Income Tax & Residency

We need to output HTML fragment with sections: Overview? The instructions: use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). Use

• for any list of duties/requirements/benefits, and

  for prose. 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. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to parse the job posting and decide which sections to include. The posting includes: - Overview (company description) – could be "About the role"? Actually overview is about Baker Tilly. Could be "About the role" or "About the company". The instructions list possible headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can choose appropriate headings. We have: - Job Description: includes description of role, responsibilities (What You'll Do). That's responsibilities. - Minimum Qualifications: bullet list. - Preferred Qualifications: bullet list. - Pay: "In California: pay rate range is $92,170 to $163,400". So we have Pay section. - Benefits: Not explicitly listed; they mention "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." That's generic, not specific benefits. According to rule: never create Benefits section unless posting actually states them. It only says comprehensive package but no specifics. So we should not create Benefits section. - Schedule: Not mentioned. - Skills: Could be derived from qualifications but we could combine into Qualifications or Requirements. The instructions allow Qualifications and Skills sections. We could have Qualifications (minimum) and Preferred Qualifications maybe as separate? But we should avoid many thin sections. Perhaps combine Minimum and Preferred into Qualifications (with subheadings? Not allowed). Could use

  Qualifications

  and then list both minimum and preferred as bullet points? But we need to preserve all info. Could separate into Minimum Qualifications and Preferred Qualifications as separate headings? Those are not in the list but we could still use them? The instruction says use

  for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It gives examples but not exclusive list. Probably we should stick to those headings. So we can map: - About the role: could include overview of Baker Tilly and role description (maybe a brief paragraph). But we already have responsibilities separate. Could put overview in About the role. - Responsibilities: the "What You’ll Do" list. - Requirements: maybe Minimum Qualifications. - Qualifications: maybe Preferred Qualifications? Or we could combine both into Qualifications and note which are minimum vs preferred. But we need to preserve all info; we could have two sub-sections under Qualifications using

  or

  with notes. However instruction says prefer a few substantive sections over many thin ones. So maybe we have:

  About the role

  (overview of Baker Tilly and role)

  Responsibilities

  (What You’ll Do)

  Requirements

  (Minimum Qualifications)

  Qualifications

  (Preferred Qualifications)

  Pay

  (pay range) We should not include Benefits or Schedule. We must remove boilerplate: EEO statements, legal, unsolicited resumes, recruitment agency, etc. Also remove "Please discuss the work location status with your Baker Tilly talent acquisition professional..." etc. Also remove "Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram." Also remove "Baker Tilly is an equal opportunity/affirmative action employer..." etc. Also remove "Any unsolicited resumes..." etc. Also remove "In order to be an authorized recruitment agency..." etc. We need to preserve all substantive information: company overview, role description, responsibilities, minimum qualifications, preferred qualifications, pay range. Also note location: "Must be located in California near a Baker Tilly office." That's a requirement; could be included in Requirements. Also note "Eligibility to work in the U.S., without sponsorship, required." That's also a requirement. Now we need to format. We'll produce something like:

  About the role

  Baker Tilly is a leading advisory, tax and assurance firm with a coast-to-coast and global presence in major U.S. regions and financial centers including New York, London, San Francisco, Los Angeles, Chicago, and Boston. The firm operates through Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, providing tax, business advisory, and attest services as independent members of Baker Tilly International. This position is for a State & Local Tax Senior (Income Tax & Residency) within the SALT practice, serving high‑net‑worth individuals on residency and domicile matters, tax controversies, and multistate tax issues.

  Responsibilities

  • 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.

  Requirements

  • 4‑year degree
  • 3 years of professional experience
  • License eligible for CPA, CMI, or Law License/JD
  • Must be located in California near a Baker Tilly office
  • Eligibility to work in the U.S. without sponsorship

  Qualifications

  • Bachelor’s degree in Accounting, Finance or related field required; Masters or advanced degree preferred.
  • Three (3)+ years 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.

  Pay

  In California: pay rate range is $92,170 to $163,400.

  We need to ensure we didn't include any boilerplate. Check for any leftover: we removed EEO, legal, etc. Good. We need to ensure we didn't repeat job title as heading. We didn't. We didn't include Schedule or Benefits. We used

  for each section. We used

  • for lists. We used

    for prose. We preserved all substantive info: company overview, role description, responsibilities, minimum qualifications, preferred qualifications, pay range, location, work eligibility. Check if any info missing: The overview also mentions "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." We included a summarized version but we must preserve ALL substantive information; we cannot invent or summarize away detail. The instruction says "Preserve ALL substantive information; do NOT invent or summarize away detail." So we need to keep the details, not summarize. However we can keep them in prose but not omit details. The overview includes many specifics: alternative practice structure, AICPA Code, licensed CPA firm, attest services, tax and business advisory, not licensed CPA firms, independent members of Baker Tilly International, worldwide network, 141 territories, 43,000 professionals, $5.2 billion revenue, website and social media. We must keep all that. However the instruction also says to remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The website/social media mention is not boilerplate? It's maybe considered navigation? It's a link to visit bakertilly.com or join conversation on LinkedIn, Facebook, Instagram. That could be considered promotional but it's substantive? It's not essential to the job but it's part of overview. The instruction says "Preserve ALL substantive information". The website/social media is substantive? It's not about the job but it's part of the overview. However earlier they said "Remove cookie/navigation/legal/