Summer 2027 Tax Credits & Incentives Intern

About the role

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an exciting opportunity for Credits & Incentives Interns to join our growing Specialty Tax practice. 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

• Research & Development Tax: 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
• Cost Segregation: 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
• Tax Credit Advisory: 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 unofficial transcript(s) are required as part of the application process.
• Candidates must be authorized to work in the United States without the need for employer-sponsored visa sponsorship, now or in the future.
• Candidates must be at least 18 years of age.
• Must have at least one academic term remaining following 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
• The ability to work effectively in a team environment with all levels of client personnel
• Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Organizational and analytical skills, initiative, adaptability
• Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.)

Pay

The pay rate ranges for this job position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. In California: pay rate range is $27.50 to $109.20. The national pay rate range is $25.00 to $84.00.