Summer 2027 Tax Credits & Incentives Intern

Baker Tilly•Irvine, CA

About The Position

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.

Requirements

Be enrolled in a Bachelor's degree in Accounting, Engineering, Construction Management, Finance, Business, or a related field.
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.).

Nice To Haves

For Tax Credit Advisory, JD/LLM preferred

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.
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.