Summer 2026, Winter 2027 R&D Tax Associate - MA Conversion

Baker Tilly•Irvine, CA

1d•$74,000 - $93,000

About The Position

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 is currently seeking Research & Development Tax Staff. Research & Development Tax Staff participate in project planning, conduct interviews and analyze information to identify eligible tax credits, and prepare supporting work paper documentation. Additionally, Staff participate in the preparation of R&D tax credit studies, conduct research and draft technical memoranda.

Requirements

Must be legally authorized to work in the United States on a full-time basis upon hire. Baker Tilly will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B, STEM OPT)
Must have a bachelor’s degree, with a preference for accounting majors
If an accounting major, must meet educational requirements to obtain CPA license upon hire
Ability to commute as needed throughout the region; to include Baker Tilly's offices
Ability to travel to client locations, including overnight stays, with travel expectations varying by department and office locations
Seasonal flexibility to work overtime or additional hours, including evenings and weekends, as needed
Must have a current, accepted offer with Baker Tilly (formerly Moss Adams)

Nice To Haves

Major in Accounting or coursework in technology-related fields highly desirable
Master of Tax or JD/LLM preferred
Reside within a commutable distance of a Baker Tilly office and be willing to work from the office on a regular basis
Excellent customer service skills
Ability to understand own and others' emotions to achieve desired goals
Creative problem solving, critical thinking and research skills
Organize information and exercise well-reasoned judgment
Strong written and verbal communication and interpersonal skills
Demonstrate confidence in decision making and poise in professional setting
Work effectively both as part of a team and independently
Highly motivated and embrace challenges as an opportunity to grow
Quickly adapt to a changing work environment, including the use of software, systems and technology
Outstanding organization and project management skills
Take responsibility for quality and timeliness of projects
Proficient with Microsoft Office Suite