Summer 2027 Tax Credits & Incentives Intern

Baker Tilly US; Irvine (CA); On-site; USD 37,000 - 150,000; Full time

Job summary

Baker Tilly is seeking Credits & Incentives Interns to join our growing Specialty Tax practice in Irvine, CA. You will work across R&D tax credits, cost segregation, and tax credit advisory, analyzing client data and supporting documentation.

This paid internship offers exposure to multiple industries, client interactions, and opportunities to develop practical tax consulting skills while traveling to client sites and Baker Tilly offices as needed.

Qualifications

• Enrolled in a Bachelor's degree in Accounting, Engineering, Construction Management, Finance, Business, or related field.
• For Tax Credit Advisory, JD/LLM preferred.
• Authorized to work in the United States without visa sponsorship now or in the future.
• At least 18 years of age and one academic term remaining after internship.
• Passion for data-driven solutions and tax analysis.
• Willingness to travel to client locations and Baker Tilly offices.
• Proficiency with Microsoft Word, Excel, PowerPoint.

Responsibilities

• Support R&D tax credit studies by organizing and analyzing client data and contributing to reports.
• Gain exposure to client engagements and learn how teams gather information for qualifying activities.
• Assist with technical research and memos on R&D tax credit matters.
• Help develop tools, templates, and documentation for client engagements.
• Learn how R&D tax rules apply across industries and build foundational knowledge.

Skills

Microsoft Office

Education

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

JD/LLM preferred for Tax Credit Advisory

Tools

Microsoft Office

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an exciting opportunity for Credits & Incentives Interns 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.

What you will do– 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

What you will do – 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

What You Will Do – 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 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.)

Additional Information

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. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.

In California: pay rate range is $27.50 to $109.20

The national pay rate range is $25.00 to $84.00