Role OverviewServe 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.
What You Will Do
Lead and manage state residency and individual income tax audits and controversies, advise clients on multistate individual income tax matters, and serve as an accessible SALT resource to Baker Tilly's Private Wealth practice.
Why It Might Be a Fit
Must be located near a Baker Tilly office, with a strong focus on technical advice, responsiveness, relationship management, and collaboration with Baker Tilly's Private Wealth practice.
Requirements
- 4-year degree
- 5 years of professional experience
- Bachelor's degree in Accounting, Finance or related field required; Masters or advanced degree preferred.
- CPA, CMI or JD/LLM required.
- 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.
- Eligibility to work in the U.S., without sponsorship, required.
Benefits
- Comprehensive compensation and benefits package to eligible employees
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