State & Local Tax Senior- Income Tax & Residency

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. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

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