State & Local Tax Senior- Income Tax & Residency

We need to produce HTML fragment with sections: About the role? Actually we need to use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. Key sections: - Overview: description of firm (maybe "About the role"? Actually "Overview" could be "About the role" or "About Baker Tilly". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can map content accordingly. We have: - Overview (firm description) -> could be "About the role" or maybe "About Baker Tilly". But we need to decide. The instruction: "use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can use those exact headings if content matches. We have: - Job Description paragraph: "Baker Tilly, one of the fastest growing CPA advisory firms...". That's about the role. Could be "About the role". - "What You’ll Do" list -> Responsibilities. - Minimum Qualifications -> Requirements? Or Qualifications? There's both Minimum Qualifications and Preferred Qualifications. Could combine into Requirements and Qualifications? The instruction says we can have sections Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide mapping. We have Minimum Qualifications (4-year degree, 3 years 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. 3+ years experience in SALT, individual taxation, tax controversy, etc. Experience advising HNW individuals, etc. Strong working knowledge... Experience with state tax audits... Strong analytical, research, written, verbal communication skills... Ability to collaborate... Experience reviewing work of associates... Eligibility to work in US without sponsorship required.) We also have "What You’ll Do" which is responsibilities. We have Pay: "In California: pay rate range is $92,170 to $163,400". So we need a Pay section. We have Benefits? Not explicitly mentioned besides "Baker Tilly offers a comprehensive compensation and benefits package to eligible employees." That's vague but mentions benefits package. However instruction: never create Benefits section unless posting actually states them. It does state "offers a comprehensive compensation and benefits package". That's a statement about benefits but not specific. Is that enough? It says "comprehensive compensation and benefits package". That's somewhat generic but still states benefits exist. The instruction: "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state benefits package, albeit not detailed. I'd include a Benefits section with that statement. Schedule: Not mentioned. So omit Schedule. We also have location: "Must be located in California near a Baker Tilly office." That could be part of Requirements or maybe a separate section? Not in list. Could be included in Requirements. We need to preserve all substantive info. So we need to include location requirement. We must not include boilerplate like EEO, equal opportunity, unsolicited resumes, recruitment agency, etc. Remove those. We also need to remove duplicated lines. Now craft HTML. We'll have:

About the role

... overview of firm and role description ...

Then

Responsibilities

• ... each bullet from "What You’ll Do"

Then

Requirements

... maybe combine Minimum Qualifications and location eligibility? Actually Minimum Qualifications are requirements. We'll put them in Requirements. Then

Qualifications

... Preferred Qualifications ...

Then

Skills

Maybe we can extract skills from Preferred Qualifications: strong analytical, research, written, verbal communication skills, judgment, discretion, responsiveness, interpersonal skills, ability to collaborate, experience reviewing work of associates, etc. But we already have them in Qualifications. Could combine. But we need to avoid thin sections. Perhaps we can put skills within Qualifications. However instruction says we can have Skills section if there is real specific content. We could pull out the skills list. But we must not invent or summarize away detail. We need to preserve all substantive info. If we put skills in Qualifications, we still preserve them. Having a separate Skills section may be okay if we extract them. But we need to ensure we don't lose any info. Let's see: Preferred Qualifications includes many items: 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. We could split: Requirements: Minimum Qualifications (4-year degree, 3 years experience, license eligible for CPA, CMI, Law License/JD). Qualifications: Preferred Qualifications (education, experience, etc). Skills: maybe the analytical, research, communication, collaboration, coaching abilities. But that would duplicate some content (experience, etc). Better to keep Qualifications include all preferred qualifications, and maybe Skills not needed. However we need to follow instruction: "Prefer a few substantive sections over many thin ones." So maybe we combine Preferred Qualifications and Skills into one Qualifications section. That seems fine. Thus sections: About the role, Responsibilities, Requirements, Qualifications, Pay, Benefits. We must not include Schedule. Now craft content. About the role: combine overview paragraph and job description paragraph. 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." 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." We need to preserve location requirement; include it in About the role or maybe Requirements. We'll include in About the role as part of description. Now Responsibilities: list each bullet from "What You’ll Do". Let's extract: - 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 Requirements: Minimum Qualifications: - 4-year degree - 3 years of professional experience - License eligible for CPA, CMI, Law License/JD. Also location: Must be located in California near a Baker Tilly office. Could add. Now Qualifications: Preferred Qualifications (as above). We'll keep as a paragraph or list? Could be list but it's long. Use

• for any list of duties/requirements/benefits. So we should use list for qualifications as well. So we will list each preferred qualification item. But we need to preserve all detail. Let's break into items: - 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 aud