Tax or Audit Associate

About the Role

This role is designed for candidates with less than 1 year of relevant experience. You will support the delivery of Assurance or Tax services by executing assigned work, applying established methods, and producing accurate and timely results with appropriate guidance. Your work will contribute directly to the effectiveness of the team and the quality of the services or support provided to stakeholders.

Key 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 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.

Assurance Specific:

• 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.

Tax Specific:

• 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.

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.
• 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.
• Hybrid work environment with regular in-office attendance.
• Additional hours may be required during peak periods.

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.
• Must have a current offer with Baker Tilly (formerly Anchin or Berkowitz Pollack Brant).
• Eligibility to pursue 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.
• Candidates must be at least 18 years of age.
• Previous internship, academic, leadership, volunteer, customer service, or other relevant experience is preferred.