Winter 2028 Tax Associate

About the Role

As a Tax Associate, you will contribute to tax engagements by preparing returns, workpapers, calculations, and related client deliverables. You will work closely with experienced professionals who support your development. You will 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 will build greater independence and strengthen the technical, technology, communication, and client service skills needed to advance your career. You will 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.

Key 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.

Requirements & Tech Stack

• 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 escalate 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.

Qualifications

• Bachelor's degree in Accounting or a related business discipline from an accredited institution.
• Must meet educational requirements to obtain CPA license upon hire in state of employment or a state with reciprocity.
• Eligibility to pursue, or demonstrated progress toward eligibility for, a Certified Public Accountant (CPA) licensure.
• Candidates must be at least 18 years of age.

Preferred Experience:

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

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.

Additional Information:

• 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.
• The pay rate range for this job position is $65,000 to $80,400.