Tax Credits & Incentives Intern – R&D & Cost Segregation

Baker Tilly US; California (MO); On-site; USD 37,000 - 150,000; Part time

Job summary

Baker Tilly US is looking for Credits & Incentives Interns to join our growing Specialty Tax practice. You will work with clients across industries to identify and maximize federal and state incentives, delivering data-driven solutions that create value.

You will support R&D tax credit studies, cost segregation projects, and tax credit advisory engagements, gaining exposure to client engagements and team collaboration.

Qualifications

• Enrolled in 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.
• Willingness to travel to client locations and Baker Tilly office locations.
• 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, 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
• 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

Skills

Time management

Communication

Interpersonal skills

Teamwork

Problem solving

Analytical skills

Organizational skills

Adaptability

Education

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

JD/LLM preferred

Tools

Microsoft Office

Job description

Baker Tilly US is looking for Credits & Incentives Interns to join our growing Specialty Tax practice. You will work with clients across industries to identify and maximize federal and state incentives, delivering data-driven solutions that create value.

You will support R&D tax credit studies, cost segregation projects, and tax credit advisory engagements, gaining exposure to client engagements and team collaboration.