Credits & Incentives Intern — Tax Advisory

Baker Tilly US; Madison (WI); On-site; USD 28,000 - 39,000; Part time

Job summary

Baker Tilly US is seeking Credits & Incentives Interns to join our expanding Specialty Tax practice in Madison, WI. You will work with clients across industries to identify and maximize federal and state incentives while delivering data-driven solutions.

You will support R&D studies, cost segregation projects, and tax credit advisory work, gain exposure to client engagements, and develop tools and templates with senior team members. Travel to client locations may be required.

Qualifications

• Be enrolled in a Bachelor's degree in Accounting, Engineering, Construction Management, Finance, Business, or 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.
• Must have at least one academic term remaining following completion of the internship.
• Willingness to travel to client locations and 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 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.

Responsibilities

• Support the preparation of R&D tax credit studies by organizing and analyzing client data, assisting with documentation, and contributing to reports.
• Gain exposure to client engagements, including travel to client locations and learning how teams gather information on qualifying R&D activities.
• Assist with technical research and memoranda related to R&D tax credit matters.
• Work with team members to develop and improve client and industry-specific tools, templates, and supporting documentation.
• Learn how R&D tax credit rules apply to different industries.
• Support cost segregation projects by assisting with project planning, reviewing construction and fixed asset information, and preparing workpapers.
• 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 in tax engagements.
• Build industry knowledge through hands-on project experience and client interaction.
• Support project teams in identifying and evaluating potential federal, state, and local tax credits and incentives.
• Assist with gathering, organizing, and analyzing client information used to evaluate eligibility and support claims.
• Conduct research related to tax credit requirements, incentives, and regulations.
• Help prepare supporting documents, workpapers, and other client deliverables.
• Gain exposure to diverse industries and tax planning objectives.

Skills

Teamwork

Time management

Communication

Interpersonal skills

Problem solving

Analytical thinking

Initiative

Education

Bachelor's degree in Accounting, Engineering, Construction Management, Finance, Business, or related field

JD/LLM preferred for Tax Credit Advisory

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Job description

Baker Tilly US is seeking Credits & Incentives Interns to join our expanding Specialty Tax practice in Madison, WI. You will work with clients across industries to identify and maximize federal and state incentives while delivering data-driven solutions.

You will support R&D studies, cost segregation projects, and tax credit advisory work, gain exposure to client engagements, and develop tools and templates with senior team members. Travel to client locations may be required.