Summer 2027 Tax Credits & Incentives Intern

About the role

Baker Tilly, a fast‑growing CPA advisory firm, is seeking Credits & Incentives Interns to join its Specialty Tax practice. Interns 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 Research & Development (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, including travel to client sites, and learn 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.
• Research and prepare technical memoranda related to fixed‑asset matters, including Section 179D.
• Gain exposure to construction, engineering, fixed‑asset, 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 identifying and evaluating potential federal, state, and local tax credits and incentives.
• Gather, organize, and analyze client information used to evaluate eligibility and support tax‑credit and incentive claims.
• Conduct research on tax‑credit requirements, incentives, and applicable regulations under the guidance of experienced team members.
• Help prepare supporting documents, workpapers, and other client deliverables.
• 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

• Enrolled in a Bachelor’s degree program in Accounting, Engineering, Construction Management, Finance, Business, or a related field (JD/LLM preferred for Tax Credit Advisory).
• Resume and unofficial transcript(s) required as part of the application process.
• Authorized to work in the United States without employer‑sponsored visa sponsorship, now or in the future.
• At least 18 years of age.
• Must have at least one academic term remaining after completion of the internship.
• Passion for developing creative, data‑driven solutions to complex analytical and tax challenges.
• Willingness to travel to client locations and various Baker Tilly office locations.
• Relevant internship, work experience, and/or involvement with a professional organization.
• Ability to work effectively in a team environment with all levels of client personnel.
• Demonstrated skills in time management, communication, interpersonal relations, relationship building, collaboration, and problem solving.
• Strong organizational and analytical abilities, initiative, and adaptability.
• Proficiency with Microsoft Office programs (Word, Excel, PowerPoint, etc.).

Pay

In California, the pay rate range is $27.50 to $109.20 per hour. The national pay rate range is $25.00 to $84.00 per hour. Actual compensation is influenced by factors such as skills, prior experience, qualifications, degrees, professional certifications, work arrangements, and geographic location.