About this role
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 bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Job Description:
Tax Associate
Position Summary
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.
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.
Education
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.
Experience
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.
Certifications / Licensure
Required:
- Eligibility to pursue, or demonstrated progress toward eligibility for, 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.
- A resume and unofficial transcript(s) are required as part of the application process.
- Candidates must be at least 18 years of age.
Knowledge & Technical Skills
- 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.
About Baker Tilly
Big thinking. Within reach.
Baker Tilly is a top 10 advisory, tax, and assurance firm that brings enterprise-level thinking closer to clients through lasting relationships and a deep understanding of their businesses. We believe the greatest opportunities come through meaningful relationships, supportive leaders, and work that challenges you to grow. Here, you'll have the opportunity to contribute, build connections across the firm, and make an impact that extends beyond your role.
Why Baker Tilly
Opportunity starts here.
The strongest careers are built through connection—to leaders who invest in your development, teammates who support your growth, and meaningful work that expands your perspective. At Baker Tilly, you'll have the opportunity to shape your own path, take on new challenges, and grow with purpose alongside people who are committed to your success.
Life at Baker Tilly
Our people are the difference. We foster a collaborative, flexible environment where curiosity is encouraged, development is supported, and meaningful work creates lasting impact. Whether you're building new skills, exploring new opportunities, or growing your career, you'll find a culture built around opportunity that's within reach.
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 for your location and service line.
Additional Information
The pay rate range for this job position is $60,650 to $79,600. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees.
Baker Tilly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, race, creed, color, religion, sex, national origin, citizenship status, handicap, disability, pregnancy, military service, protected veteran status, gender identity, sexual orientation, marital status, genetic history, genetic information or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the "Contact Us" feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.