State and Local Tax Director - HNW/Private Wealth (Residency)

Location: San Francisco, California, USA; must be located in California near a Baker Tilly office.

Salary: $257,140–$455,850 in California; national range of $233,760–$455,850.

Company

Baker Tilly is a professional services firm providing tax, advisory, and assurance services through its U.S. practices and global network.

What you will do

• Advise high-net-worth individuals, families, business owners, executives, and family offices on significant state income tax matters.
• Lead complex residency, domicile, multistate individual income tax planning, audits, appeals, and controversies.
• Provide executive-level oversight of technical quality, risk, documentation, client communications, and engagement economics.
• Partner with Private Wealth leaders to build and execute a national residency and state income tax services strategy.
• Drive business development through new opportunities, client relationships, referral networks, proposals, thought leadership, and market-facing activities.
• Develop senior professionals and emerging leaders while contributing to recruiting, retention, succession planning, and practice growth.

Requirements

• Four-year degree; a bachelor's degree in accounting, finance, or a related field is required.
• At least 12 years of professional experience with extensive state and local tax expertise.
• CPA, CMI, or law license/JD/LLM required.
• Deep knowledge of individual income taxation, residency and domicile, statutory residency, income sourcing, audits, and controversies.
• Executive-level communication, presentation, negotiation, relationship-management, and leadership skills.
• Eligibility to work in the U.S. without sponsorship is required.

Nice to have

• Master's, JD, LLM, or another advanced degree.
• Professional services experience and a record of building a specialized tax practice.
• Demonstrated thought leadership through writing, speaking, training, or other market-facing activities.

Culture & Benefits

• Opportunity to build a national High Net Worth Residency practice within a 300-plus-person SALT organization.
• Comprehensive compensation and benefits package for eligible employees.
• Work with Private Wealth, SALT, and external professional networks serving high-net-worth clients.
• Opportunities for leadership development, succession planning, and market visibility.