State and Local Tax Director – HNW/Private Wealth

This is a fully remote position, open to applicants in New York.

📋 Description

• Act as a senior strategic consultant to high net worth individuals, families, business owners, executives, and family offices regarding important state income tax issues.

• Lead intricate residency, domicile, and multistate individual income tax planning, as well as audits, appeals, and disputes.

• Provide oversight of quality and risk at the executive level for significant assignments.

• Collaborate with Private Wealth leaders to develop and implement a nationwide service strategy.

• Cultivate relationships with clients, referral sources, and internal partners.

• Drive business development, revenue enhancement, proposals, pricing strategies, and opportunity conversion.

• Establish external referral networks among attorneys, wealth advisors, family offices, investment professionals, bankers, and other trusted advisors.

• Build market visibility through thought leadership, speaking engagements, webinars, conferences, and technical publications.

• Keep track of legislative, regulatory, administrative, and judicial changes.

• Enhance practice methodologies, technical resources, documentation standards, and quality control processes.

• Manage significant client relationships and engagements.

• Provide strategic guidance to Senior Managers and Managers.

• Foster the development of emerging leaders through mentoring and delegation.

• Engage in recruiting, retention, performance management, promotions, and succession planning.

• Collaborate with SALT and Private Wealth leadership on strategic planning, resources, investments, market opportunities, and revenue objectives.

• Represent Baker Tilly in the marketplace.

⛳️ Requirements

• Bachelor's degree.

• 12 years of professional experience.

• A degree in Accounting, Finance, or a related field is required.

• Certification as CPA, CMI, or JD/LLM is required.

• In-depth state and local tax experience, including strong technical knowledge in individual income taxation, residency and domicile issues, statutory residency, income sourcing, and major state tax audits and disputes.

• Proven track record in generating new business, enhancing client relationships, developing referral sources, and establishing a robust market presence with a sustainable pipeline.

• Demonstrated capacity to lead through others, including developing senior professionals, effective delegation, building accountability, and attracting and retaining top talent.

• Exceptional executive-level communication, presentation, negotiation, and relationship management skills.

• Proven thought leadership through writing, speaking, training, or other market-facing initiatives.

• Ability to balance growth, client service, technical quality, talent development, engagement economics, and risk management across a substantial portfolio of relationships and engagements.

• Strong entrepreneurial spirit and demonstrated interest in building and expanding a specialized professional services practice.

• Must be eligible to work in the U.S. without sponsorship.

🏝️ Benefits

• Comprehensive compensation and benefits package available to eligible employees.