Winter 2028 Tax Associate

Baker Tilly US; Savannah (GA); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Office/Client site collaboration

Job summary

Baker Tilly US is seeking a Tax Associate to contribute to tax engagements by preparing returns, workpapers, and related deliverables while developing with experienced professionals. You will apply foundational tax knowledge and collaborate with teams to deliver accurate and timely work.

No prior professional experience is required; 0–1 year preferred. This role offers hybrid work in the United States and opportunities to advance toward CPA licensure.

Qualifications

• Bachelor's degree in Accounting or related business discipline.
• 0-1 year of relevant experience preferred, internship/academic leadership may apply.
• Eligible to pursue CPA licensure; authorized to work in the United States without visa sponsorship.

Responsibilities

• Support tax engagements and understand clients' businesses.
• Prepare federal, state, and local tax returns and supporting schedules.
• Analyze client financial and tax information and assist with planning and research.
• Use firm-approved tax preparation, research, workflow, and document tools.
• Collaborate with team members and clients to obtain information and maintain documentation.
• Complete work accurately and on time, communicate progress and questions.
• Apply coaching to strengthen technical knowledge and judgment.
• Maintain confidentiality of client and firm information.
• Participate in special projects and other duties as assigned.

Skills

Accounting knowledge

Communication skills

Team collaboration

Attention to detail

Learning agility

Problem solving

Education

Bachelor's degree in Accounting

Tools

Excel

Outlook

Word

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. 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. 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.

Job Description

Tax Associate

Position Summary

As a Tax Associate, you'll contribute to tax engagements by preparing returns, workpapers, calculations, and related client deliverables while working closely with experienced professionals who support your development. You'll apply foundational tax and accounting knowledge, analyze client information, conduct research, and help engagement teams deliver accurate, timely, and well-documented work. Through hands-on client experience, structured learning, coaching, and feedback, you'll build greater independence and strengthen the technical, technology, communication, and client service skills needed to advance your career. You'll work with colleagues across the firm, gain exposure to a range of clients and contribute to a collaborative environment that values curiosity, accountability, and continuous improvement.

Responsibilities

• Support tax engagements while developing an understanding of clients' businesses, industries, transactions, and tax needs.
• Prepare federal, state, and local tax returns, workpapers, calculations, supporting schedules, and related client deliverables.
• Analyze client financial and tax information, identify issues requiring follow-up, and support tax planning, estimates, extensions, notices, and research.
• Use firm‑approved tax preparation, research, workflow, document management, data, and collaboration technologies.
• Collaborate with engagement team members and clients to obtain information, resolve routine questions, and maintain well-supported documentation.
• Complete assigned work accurately and on time, communicating progress, questions, and potential issues promptly.
• Apply coaching and feedback to strengthen technical knowledge, professional judgment, business acumen, and work quality.
• Demonstrate professionalism, integrity, initiative, curiosity, and a commitment to quality and exceptional client service.
• Maintain the confidentiality of client and firm information and exercise sound professional judgment in accordance with firm policies and professional standards.
• Participate in special projects and perform other duties as assigned.

Education

Bachelor's degree in Accounting or a related business discipline from an accredited institution.

Experience

No prior professional experience is required. Previous internship, academic, leadership, volunteer, customer service, or other relevant experience is preferred. This role is designed for candidates with 0-1 year of relevant experience.

Certifications / Licensure

Required

• Eligibility to pursue, or demonstrated progress toward eligibility for, a Certified Public Accountant (CPA) licensure.
• Candidates must be authorized to work in the United States without the need for employer-sponsored visa sponsorship, now or in the future.
• A resume and unofficial transcript(s) are required as part of the application process.
• Candidates must be at least 18 years of age.

Knowledge & Technical Skills

• Foundational accounting knowledge relevant to assigned work with appropriate supervision and review.
• Ability to apply academic concepts, ask thoughtful questions, and use feedback to improve performance.
• Curiosity, openness and experience with emerging technologies, including AI-enabled tools, and the ability to use them responsibly to support learning, efficiency, and problem solving.
• Ability to conduct research, analyze information, and document findings clearly and accurately, and elevate questions appropriately.
• Proficiency with Microsoft Office applications, including Excel, Word, and Outlook.
• Professional Skills
• Clear written, verbal, and interpersonal communication skills.
• Curiosity, learning agility, and willingness to ask questions, seek guidance, and apply feedback.
• Effective and respectful collaboration in a team-oriented environment.
• Organization, time management, attention to detail, and reliability in meeting deadlines.
• Professionalism, integrity, accountability, and sound judgment.
• Commitment to quality and responsive client service.

About Baker Tilly

Big thinking. Within reach. Baker Tilly is a top 10 advisory, tax, and assurance firm that brings enterprise-level thinking closer to clients through lasting relationships and a deep understanding of their businesses. We believe the greatest opportunities come through meaningful relationships, supportive leaders, and work that challenges you to grow. Here, you'll have the opportunity to contribute, build connections across the firm, and make an impact that extends beyond your role.

Why Baker Tilly

Opportunity starts here. The strongest careers are built through connection-to leaders who invest in your development, teammates who support your growth, and meaningful work that expands your perspective. At Baker Tilly, you'll have the opportunity to shape your own path, take on new challenges, and grow with purpose alongside people who are committed to your success.

Life at Baker Tilly

Our people are the difference. We foster a collaborative, flexible environment where curiosity is encouraged, development is supported, and meaningful work creates lasting impact. Whether you're building new skills, exploring new opportunities, or growing your career, you'll find a culture built around opportunity that's within reach.

Work Environment

• Full time
• Additional hours may be required during peak periods.
• This role operates in a hybrid work environment with regular in-office attendance. Office expectations vary by location and service line. Please discuss work location with your Baker Tilly Talent Acquisition professional to understand the requirements for your location and service line.

Additional Information

The pay rate range for this job position is $65,000 to $80,400. 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. Baker Tilly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, religion, sex, national origin, citizenship status, handicap, disability, pregnancy, military service, protected veteran status, gender identity, sexual orientation, marital status, genetic history, genetic information or any other legally protected basis, in accordance with applicable federal, state or local law. If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the "Contact Us" feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.