State & Local Tax Manager – Income Tax & Residency

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

📋 Description

• Provide guidance to high-net-worth individuals regarding matters of state residency and domicile, including changes in residency, tax consequences, and necessary documentation.

• Oversee and manage state residency and individual income tax audits, as well as related controversies.

• Address information document requests, formulate factual and technical positions, draft correspondence and protests, and engage with state tax authorities.

• Offer advice to clients on multistate individual income tax issues, including income sourcing, compensation, liquidity events, business transactions, asset sales, and tax credits.

• Act as a resource for SALT within the Private Wealth practice and collaborate with specialists in federal, estate and gift, trust, business tax, and other areas.

• Investigate complex state tax issues and keep abreast of legislative and regulatory changes.

• Contribute to the creation of technical memoranda, client communications, articles, presentations, webinars, and thought leadership initiatives.

• Assist in business development through client and referral relationships, proposals, presentations, and exploring new opportunities.

• Maintain communication with clients, manage their expectations, and deliver outstanding client service.

• Oversee consulting and controversy projects, including scope, staffing, scheduling, budgets, billing, collections, deadlines, and overall engagement economics.

• Review and mentor associates and senior associates, offering technical feedback and support for professional growth.

⛳️ Requirements

• Bachelor's degree in a relevant field.

• Minimum of 5 years of professional experience.

• Bachelor’s degree in Accounting, Finance, or a related discipline is mandatory.

• CPA, CMI, or JD/LLM certification is required.

• At least three (3) years of experience in state and local tax, individual taxation, tax controversy, or a similar area.

• Experience working with high-net-worth individuals, business owners, executives, family offices, or similar private clientele is highly preferred.

• Strong understanding of state individual income tax principles, especially regarding residency and domicile, statutory residency, income sourcing, and credits for taxes paid to other states.

• Preference for candidates with experience in state tax audits and controversy matters, particularly related to residency or individual income tax examinations.

• Excellent analytical, research, writing, and verbal communication skills.

• Capability to effectively collaborate across tax and advisory practices while leading teams and managing multiple projects.

• Experience in reviewing the work of associates and/or senior associates, providing coaching and technical insight.

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

• Candidates must be located near a Baker Tilly office.

🏝️ Benefits

• A comprehensive compensation and benefits package is available to eligible employees.