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State and Local Tax Director- HNW​/Private Wealth

Job in Irvine, Orange County, California, 92713, USA
Listing for: Baker Tilly Advisory Group, LP
Full Time position
Listed on 2026-09-21
Job specializations:
  • Finance & Banking
    Financial Compliance, Tax Manager, Tax Advisor, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 233760 - 455850 USD Yearly USD 233760.00 455850.00 YEAR
Job Description & How to Apply Below
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  or join the conversation on Linked In, 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.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ( search firm ) for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

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 Director focused on High Net Worth Individual, Estate, and Trust tax consulting to join and help expand 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 role, you will be a senior leader in Baker Tilly's delivery of residency, domicile, controversy, and related state income tax services to high net worth individuals and families.

Working closely with leaders in our Private Wealth practice, you will build a differentiated national capability serving high net worth individuals, families, business owners, executives, and family offices. You will lead our most complex and significant residency matters, strengthen key client and referral relationships, drive business development, oversee technical quality and risk, and develop the next generation of leaders within the practice.

You will enjoy this role if:

You want to be recognized as a senior advisor and subject matter leader in high-net-worth residency and state income taxation.

You enjoy advising sophisticated high net worth clients and their families on significant decisions and complex state tax controversies.

You have the judgment to lead high-stakes matters involving significant tax exposure, sensitive client circumstances, and challenging…
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