Tax Principal – State & Local Tax (Income & Franchise)

Location: New York City, New York, United States; other location: Philadelphia, Pennsylvania, United States. Travel is required as client and practice needs require.

Company

Baker Tilly provides tax, advisory, assurance, and professional services through its U.S. practices and global network.

What you will do

• Establish and execute the Northeast SALT market strategy, including priority industries, clients, markets, services, and investments.
• Set and monitor business development, revenue, client service, talent, and operational goals while holding teams accountable.
• Build regional teams, recruit experienced professionals, develop emerging leaders, and coordinate resources across offices.
• Provide senior technical review and risk oversight for complex multistate income and franchise tax returns, workpapers, uncertain tax positions, and technical conclusions.
• Lead state tax controversies, including audits, information requests, protests, appeals, settlements, and coordination with legal counsel.
• Originate and oversee client engagements covering tax planning, restructuring, transaction diligence, exposure studies, refund opportunities, voluntary disclosures, and process improvements.

Requirements

• Bachelor’s degree in Accounting, Finance, Taxation, or a related field required; advanced degree preferred.
• CPA or JD required. An LLM in Taxation or another relevant advanced credential is desirable.
• 15+ years of progressively responsible state and local taxation experience, including significant income and franchise tax experience in public accounting, professional services, or a comparable leadership environment.
• Deep technical knowledge of multistate corporate and pass-through entity income and franchise taxation, with complex state tax filing and position review experience.
• Substantial experience directing state tax audits, appeals, controversy resolution, multistate planning, and transaction-related matters.
• Experience developing market strategy, building teams, setting goals, executing growth plans, and leading professionals across multiple offices or locations.
• Demonstrated success in business development, executive-level client relationship management, and cross-functional collaboration.
• Excellent communication, commercial judgment, negotiation, organizational, and leadership skills, with commitment to technical excellence, professional standards, and client service.

Nice to have

• Advanced degree, LLM in Taxation, or another relevant advanced credential.
• Established Northeast professional network and familiarity with significant Northeast state tax regimes.

Culture & Benefits

• Collaborative, growth-oriented SALT practice with approximately 300 professionals across the United States.
• Opportunity to work with SALT and tax and advisory leaders on national client engagements.
• Emphasis on technical training, consistent documentation, effective engagement methodology, technology use, and continuous improvement.
• Equal opportunity and affirmative action employer.