Tax or Audit Associate

About the Role

As an Assurance Associate, you will support the delivery of Assurance 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.

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

• 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 Responsibilities

• 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 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 to complete assigned work.

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.

Requirements & Tech Stack

• Microsoft Office applications, including Excel, Word, and Outlook.
• Firm-approved audit, data analysis, workflow, and collaboration technologies.
• Firm-approved tax preparation, research, workflow, document management, data, and collaboration technologies.
• Curiosity, openness, and experience with emerging technologies, including AI-enabled tools.

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 a Certified Public Accountant (CPA) licensure.
• 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, and document findings clearly and accurately, and escalate questions appropriately.
• 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.

Additional Requirements

• Must have a current offer with Baker Tilly (formerly Anchin or Berkowitz Pollack Brant).
• 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 is required as part of the application process.
• Candidates must be at least 18 years of age.