Jobs · Finance · California

Summer 2027 Tax Credits & Incentives Intern

Baker Tilly US · Rancho Cordova, CA · 1 mo ago
Finance$27.5–$109.2/hrFull-time

About the role

As part of our Credits & Incentives team, you will work with clients across a variety of industries to identify and maximize federal and state tax incentives while delivering innovative, data-driven solutions that create value.

Responsibilities

  • Support the preparation of R&D tax credit studies by organizing and analyzing client data, assisting with documentation, participating in client interviews, and contributing to technical reports and project deliverables
  • Gain exposure to client engagements, which may include traveling to client locations and learning how project teams gather and evaluate information related to qualifying R&D activities
  • Assist with technical research and the preparation of memoranda related to R&D tax credit matters
  • Work alongside R&D team members to develop and improve client and industry-specific tools, templates, and supporting documentation
  • Learn about a variety of industries and develop a foundational understanding of how R&D tax credit rules apply to different businesses
  • Support cost segregation projects by assisting with project planning, reviewing construction and fixed asset information, and preparing supporting workpapers and documentation
  • Assist with the preparation of cost segregation studies, conduct technical research, and provide tax credit and incentive consulting assistance
  • Support research and the preparation of technical memoranda related to fixed asset matters, including Section 179D
  • Gain exposure to construction, engineering, fixed assets, and valuation concepts and learn how these areas are applied in tax consulting engagements
  • Build industry knowledge through hands-on project experience and interaction with team members and clients
  • Support project teams in helping clients identify and evaluate potential federal, state, and local tax credits and incentives
  • Assist with gathering, organizing, and analyzing client information used to evaluate eligibility and support tax credit and incentive claims
  • Conduct research related to tax credit requirements, incentives, and applicable regulations under the guidance of experienced team members
  • Help prepare supporting documents, workpapers, and other client deliverables
  • Gain exposure to businesses across a variety of industries and learn how tax credits and incentives can support broader tax planning and business objectives
  • Participate in client and internal team meetings to develop an understanding of the tax credit advisory process and the role of a tax consultant

Qualifications

  • Be enrolled in a Bachelor's degree in Accounting, Engineering, Construction Management, Finance, Business, or a related field.
  • For Tax Credit Advisory, JD/LLM preferred.
  • A resume and

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