State & Local Tax Senior- Income Tax & Residency
Baker Tilly US · Santa Rosa, CA · 1 mo ago
Accounting$92k–$163k/yrFull-time
We need to output HTML fragment with sections: About the role? Actually we need to use headings for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections when posting has real specific content. We have overview (company description) maybe "About the role"? The job description includes overview of firm, then "Job Description" then "What You’ll Do" (responsibilities), then "Minimum Qualifications", "Preferred Qualifications". Also pay range given. No explicit benefits or schedule. So we can include sections: About the role (maybe overview of firm and role?), Responsibilities (What You’ll Do), Requirements (maybe Minimum Qualifications?), Qualifications (Preferred Qualifications?), Skills (maybe combine some?), Pay (pay range). Benefits and Schedule not present, so omit.
We must not repeat job title as heading. No Job ID. Must preserve all substantive info, not invent. Remove boilerplate: EEO, equal opportunity, unsolicited resumes, recruitment agency, etc. Also remove navigation, cookie, legal, etc. Also remove "Please discuss the work location status..." etc. Also remove "Visit bakertilly.com or join the conversation..." etc. Also remove "Baker Tilly is an equal opportunity..." etc. Also remove "Any unsolicited resumes..." etc. Also remove "In order to be an authorized recruitment agency..." etc. Also remove "Please discuss the work location status..." etc. Also remove "Baker Tilly Advisory Group, LP and Baker Tilly US, LLP..."? That's part of overview but maybe considered boilerplate? It's substantive about firm structure. Might keep some overview but need to keep all substantive info. The overview includes description of firm, locations, network, revenue. That's substantive about the company. We can keep that under "About the role" maybe.
We must not include filler like "commensurate with experience". Not present.
We need to use for section headings. Use
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide what goes into each section.
Section "About the role": could contain overview of Baker Tilly and the role context (maybe first paragraph). Could be prose.
Section "Responsibilities": list from "What You’ll Do". Those are bullet points (each sentence). We'll make
- each.
Section "Requirements": maybe Minimum Qualifications (4-year degree, 3 years experience, license eligible for CPA, CMI, Law License/JD). Could be list.
Section "Qualifications": Preferred Qualifications (Bachelor's degree required, Masters preferred, 3+ years experience in SALT, etc). Could be list.
Section "Skills": maybe combine skills from preferred qualifications: strong analytical, research, written, verbal communication, judgment, discretion, responsiveness, interpersonal skills, ability to collaborate, experience reviewing work of associates, eligibility to work in US without sponsorship. Could be list.
Section "Pay": include pay rate range: In California: $92,170 to $163,400. Could be prose.
We must not include Benefits or Schedule.
We must ensure we don't repeat job title. Not include.
We must not include any boilerplate like EEO etc.
Let's extract the relevant content.
Overview: "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." The last sentence about visit and social media maybe considered boilerplate? It's not essential but could be considered promotional. Might be okay to keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The visit link is not necessarily boilerplate but could be considered promotional. Safer to remove it? It's not required to preserve all substantive info; but it's not essential to the job. Might be considered fluff. I'd remove it.
Also "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 application instruction? It's about location status; could be considered instruction. Probably remove.
Now responsibilities: list each sentence after "What You’ll Do". Let's capture:
- 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.
Now Minimum Qualifications:
- 4- year degree
- 3 years of professional experience
- License eligible for CPA, CMI, Law License/JD.
Note: "4- year degree" maybe "4-year degree". Keep as is.
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: "In California: pay rate range is $92,170 to $163,400"
Now we need to decide sections.
We could have:
About the role
overview text (firm description)
Responsibilities
- ...
...
Requirements
- ...
...
Qualifications
- ...
...
Skills
- ...
...
Pay
In California: pay rate range is $92,170 to $163,400
We must not include Benefits or Schedule.
Check for any duplicated lines: none.
Now ensure we preserve all substantive info: Did we miss any? The overview includes "Please discuss the work location status..." we removed. That's maybe not substantive. Also "Baker Tilly is an equal opportunity/affirmative action employer..." removed. Good.
Also "Any unsolicited resumes..." removed.
Also "Visit bakertilly.com..." removed.
Now check if any content about location: "Must be located in California near a Baker Tilly office." That's substantive location requirement. Should we include? It's under job description after overview. It says: "Must be located in California near a Baker Tilly office." That's a requirement. Could be placed under Requirements or maybe as a separate bullet. We should include it. It's not in Minimum Qualifications nor Preferred Qualifications. So we need to add a bullet under Requirements: "Must be located in California near a Baker Tilly office."
Also there is "Please discuss the work location status with your Baker Tilly talent acquisition professional..." we removed but that's not needed.
Now also there is "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." That's a benefits statement but vague; we should not create Benefits section because it's not specific. So we can ignore.
Now check if any other substantive: "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 job title and intro; we shouldn't repeat job title as heading but we could include that sentence in About the role? It's about the opportunity. Could be included in About the role paragraph.
Now let's craft About the role paragraph: combine overview and that sentence.
We'll produce:
About the role
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. Baker Tilly
for prose. We need to decide what goes into each section. Section "About the role": could contain overview of Baker Tilly and the role context (maybe first paragraph). Could be prose. Section "Responsibilities": list from "What You’ll Do". Those are bullet points (each sentence). We'll make
- each.
Section "Requirements": maybe Minimum Qualifications (4-year degree, 3 years experience, license eligible for CPA, CMI, Law License/JD). Could be list.
Section "Qualifications": Preferred Qualifications (Bachelor's degree required, Masters preferred, 3+ years experience in SALT, etc). Could be list.
Section "Skills": maybe combine skills from preferred qualifications: strong analytical, research, written, verbal communication, judgment, discretion, responsiveness, interpersonal skills, ability to collaborate, experience reviewing work of associates, eligibility to work in US without sponsorship. Could be list.
Section "Pay": include pay rate range: In California: $92,170 to $163,400. Could be prose.
We must not include Benefits or Schedule.
We must ensure we don't repeat job title. Not include.
We must not include any boilerplate like EEO etc.
Let's extract the relevant content.
Overview: "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." The last sentence about visit and social media maybe considered boilerplate? It's not essential but could be considered promotional. Might be okay to keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The visit link is not necessarily boilerplate but could be considered promotional. Safer to remove it? It's not required to preserve all substantive info; but it's not essential to the job. Might be considered fluff. I'd remove it.
Also "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 application instruction? It's about location status; could be considered instruction. Probably remove.
Now responsibilities: list each sentence after "What You’ll Do". Let's capture:
- 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.
Now Minimum Qualifications:
- 4- year degree
- 3 years of professional experience
- License eligible for CPA, CMI, Law License/JD.
Note: "4- year degree" maybe "4-year degree". Keep as is.
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: "In California: pay rate range is $92,170 to $163,400"
Now we need to decide sections.
We could have:
About the role
overview text (firm description)
Responsibilities
- ... ...
Requirements
- ... ...
Qualifications
- ... ...
Skills
- ... ...
Pay
In California: pay rate range is $92,170 to $163,400
We must not include Benefits or Schedule. Check for any duplicated lines: none. Now ensure we preserve all substantive info: Did we miss any? The overview includes "Please discuss the work location status..." we removed. That's maybe not substantive. Also "Baker Tilly is an equal opportunity/affirmative action employer..." removed. Good. Also "Any unsolicited resumes..." removed. Also "Visit bakertilly.com..." removed. Now check if any content about location: "Must be located in California near a Baker Tilly office." That's substantive location requirement. Should we include? It's under job description after overview. It says: "Must be located in California near a Baker Tilly office." That's a requirement. Could be placed under Requirements or maybe as a separate bullet. We should include it. It's not in Minimum Qualifications nor Preferred Qualifications. So we need to add a bullet under Requirements: "Must be located in California near a Baker Tilly office." Also there is "Please discuss the work location status with your Baker Tilly talent acquisition professional..." we removed but that's not needed. Now also there is "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." That's a benefits statement but vague; we should not create Benefits section because it's not specific. So we can ignore. Now check if any other substantive: "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 job title and intro; we shouldn't repeat job title as heading but we could include that sentence in About the role? It's about the opportunity. Could be included in About the role paragraph. Now let's craft About the role paragraph: combine overview and that sentence. We'll produce:About the role
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. Baker Tilly