Tax or Audit Associate - BPB & Anchin Conversions

Baker Tilly•New York City, NY

9h•Hybrid

About The Position

The Tax or Audit Associate supports Baker Tilly’s tax or assurance engagements by completing assigned work accurately and on time, applying foundational accounting knowledge, and producing well-documented client deliverables with appropriate guidance. Associates collaborate with engagement teams and clients, communicate progress and questions, maintain confidentiality, and apply coaching and feedback to develop technical knowledge, professional judgment, and client service skills. Assurance associates support audit and assurance engagements by learning about clients’ businesses, industries, financial reporting processes, and assurance needs. They perform audit procedures such as gathering and analyzing financial information, substantive testing, and control testing, and prepare workpapers that document procedures, evidence, results, and conclusions. They use firm-approved audit, data analysis, workflow, and collaboration technologies. Tax associates support tax engagements by learning about clients’ businesses, industries, transactions, and tax needs. They prepare federal, state, and local tax returns, workpapers, calculations, supporting schedules, and other client deliverables. They analyze client financial and tax information, identify matters requiring follow-up, and support tax planning, estimates, extensions, notices, and research. They use firm-approved tax preparation, research, workflow, document management, data, and collaboration technologies. The role is designed for candidates with less than one year of relevant experience. It is full-time and hybrid, with regular in-office attendance; office expectations vary by location and service line. Additional hours may be required during peak periods. Candidates must have a current offer with Baker Tilly (formerly Anchin or Berkowitz Pollack Brant), be authorized to work in the United States without current or future employer-sponsored visa sponsorship, and be at least 18 years old.

Requirements

Bachelor's degree in Accounting or a related business discipline from an accredited institution.
Must meet educational requirements to obtain CPA licensure upon hire in the state of employment or a state with reciprocity.
Eligibility to pursue Certified Public Accountant (CPA) licensure.
Must have a current offer with Baker Tilly (formerly Anchin or Berkowitz Pollack Brant).
Must be authorized to work in the United States without the need for employer-sponsored visa sponsorship, now or in the future.
Must be at least 18 years of age.
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.
Ability to conduct research, analyze information, document findings clearly and accurately, and escalate questions appropriately.
Proficiency with Microsoft Office applications, including Excel, Word, and Outlook.
Clear written, verbal, and interpersonal communication skills.
Curiosity, learning agility, and willingness to ask questions, seek guidance, and apply feedback.
Ability to collaborate effectively and respectfully 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.

Nice To Haves

Previous internship, academic, leadership, volunteer, customer service, or other relevant experience is preferred.
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.

Responsibilities

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 commitment to quality and exceptional client service.
Maintain 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.
Support audit and assurance engagements while developing an understanding of clients’ businesses, industries, financial reporting processes, and assurance needs.
Perform audit procedures, including gathering and analyzing financial information, substantive testing, and control testing.
Prepare clear workpapers documenting procedures, evidence, results, and conclusions in accordance with firm methodologies and professional standards.
Use firm-approved audit, data analysis, workflow, and collaboration technologies to complete assigned work.
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 to complete assigned work.