Winter Tax Associate

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  or join the conversation on Linked In, Facebook and Instagram.

Job Description:

Tax Associate Position Summary As a Tax Associate, you'll contribute to tax engagements by preparing returns, work papers, 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.

• Support tax engagements while developing an understanding of clients' businesses, industries, transactions, and tax needs.
• Prepare federal, state, and local tax returns, work papers, 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.

• Bachelor's degree in Accounting or a related business discipline from an accredited institution.

• No prior professional experience is required.
• Previous internship, academic, leadership, volunteer, customer service, or other relevant experience is preferred.
• This role is designed for candidates with 0–1 year of relevant experience.