State and Local Tax Director- HNW​/Private Wealth; Residency

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.

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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.

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) Residency 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.

• Serve as a senior strategic advisor to high net worth individuals, families, business owners, executives, and family offices on their most significant state income tax matters.
• Lead the firm's most complex residency, domicile, and multistate individual income tax matters, including significant planning engagements, audits, appeals, and controversies.
• Serve as the senior escalation point for difficult technical and judgmental issues and guide clients through significant risk and resolution decisions.
• Provide executive-level quality and risk oversight for significant engagements, including review of higher-risk positions, technical analyses, controversy strategies, documentation, and client communications.
• Partner with leaders in Baker Tilly's Private Wealth practice to establish and execute a coordinated strategy for delivering residency and state income tax services to high net worth clients nationally.
• Develop strong relationships with Private Wealth partners and senior professionals and proactively identify opportunities within the firm's existing client base where residency and state income tax expertise can provide additional value.
• Take a leadership role in business development and revenue growth, including originating new opportunities, developing new client relationships, expanding existing relationships, and maintaining a strong pipeline of prospective engagements.
• Build and maintain a network of external referral sources, including attorneys, wealth advisors, family offices, investment professionals, bankers, and other trusted advisors to high net worth individuals.
• Lead significant prospective client meetings and proposals, articulate Baker Tilly's value proposition, develop engagement strategies and pricing, and help convert opportunities into long-term client relationships.
• Establish a visible market presence through thought leadership, including articles, technical alerts, external speaking engagements, webinars, conferences, and relationships with organizations serving high net worth individuals and their advisors.
• Monitor important legislative, regulatory, administrative, and judicial developments and…