Jobs › Baker Tilly

Summer 2027 Tax Credits & Incentives Intern

Baker Tilly · Madison, WI · $27.50–$109.20 an hour · Full time

Posted Sep 17, 2026 · We last checked this listing on Oct 6, 2026

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Likely interview questions for this role

Written from this job description, not a generic list. Each one notes what the interviewer is really checking.

About your past

Why tax credits and incentives instead of traditional tax compliance?

What they are checking: Whether they understand this work blends tax with learning how clients' businesses actually operate.

Tell me about a time you had to learn a technical topic quickly for a class or job.

What they are checking: How fast they learn new material, since interns pick up a lot of new rules in a short summer.

Tell me about a time you made a mistake on an assignment. How did you handle it?

What they are checking: Honesty and whether they speak up quickly, which reviewers value highly in interns.

How do you keep track of several tasks with different due dates?

What they are checking: Basic organization habits that tell the firm whether they can be trusted with deadlines.

Where do you see yourself in public accounting after you finish school?

What they are checking: Whether they see the internship as a path to a full-time offer and a CPA career.

What would you do

If you were interviewing a client engineer about a project, what would you ask to understand the work?

What they are checking: Curiosity and the ability to ask clear questions of technical people who are not tax experts.

You get conflicting instructions from two seniors on the same task. What do you do?

What they are checking: Whether they ask for clarity instead of guessing or picking one quietly.

About the work

What do you know about the federal research and development tax credit and who qualifies for it?

What they are checking: Whether they did basic homework on the main credit this kind of practice works on.

How would you organize a large set of payroll and project data to figure out what costs might qualify?

What they are checking: Comfort with data and spreadsheets, which is much of the hands-on intern work.

What do you know about state economic development incentives, like job creation credits?

What they are checking: Whether they understand that incentives go beyond federal credits to state and local programs.

Practice this interview out loud.

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The full job description

As published by Baker Tilly.

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: Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an exciting opportunity for  Credits & Incentives Interns join our growing Specialty Tax practice. As part of our Credits & Incentives team, you will work with clients across a variety of industries to identify and maximize federal and state tax incentives while delivering innovative, data-driven solutions that create value. What you will do – Research & Development Tax: • Support the preparation of R&D tax credit studies by organizing and analyzing client data, assisting with documentation, participating in client interviews, and contributing to technical reports and project deliverables • Gain exposure to client engagements, which may include traveling to client locations and learning how project teams gather and evaluate information related to qualifying R&D activities • Assist with technical research and the preparation of memoranda related to R&D tax credit matters • Work alongside R&D team members to develop and improve client and industry-specific tools, templates, and supporting documentation • Learn about a variety of industries and develop a foundational understanding of how R&D tax credit rules apply to different businesses What you will do – Cost Segregation: • Support cost segregation projects by assisting with project planning, reviewing construction and fixed asset information, and preparing supporting workpapers and documentation • Assist with the preparation of cost segregation studies, conduct technical research, and provide tax credit and incentive consulting assistance • Support research and the preparation of technical memoranda related to fixed asset matters, including Section 179D • Gain exposure to construction, engineering, fixed assets, and valuation concepts and learn how these areas are applied in tax consulting engagements • Build industry knowledge through hands-on project experience and interaction with team members and clients What you will do – Tax Credit Advisory • Support project teams in helping clients identify and evaluate potential federal, state, and local tax credits and incentives • Assist with gathering, organizing, and analyzing client information used to evaluate eligibility and support tax credit and incentive claims • Conduct research related to tax credit requirements, incentives, and applicable regulations under the guidance of experienced team members • Help prepare supporting documents, workpapers, and other client deliverables • Gain exposure to businesses across a variety of industries and learn how tax credits and incentives can support broader tax planning and business objectives • Participate in client and internal team meetings to develop an understanding of the tax credit advisory process and the role of a tax consultant Qualifications Successful candidates will have: • Be enrolled in a Bachelor's degree in Accounting, Engineering, Construction Management, Finance, Business, or a related field. • For Tax Credit Advisory, JD/LLM preferred • A resume and unofficial transcript(s) are required as part of the application process. • 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. • Must have at least one academic term remaining following completion of the internship. • Passion for developing creative, data-driven solutions to complex analytical and tax challenges. • Willingness to travel to client locations and various Baker Tilly office locations. • Relevant internship, work experience and/or involvement with a professional organization • The ability to work effectively in a team environment with all levels of client personnel • Demonstrated skills in the areas of time management, communication, interpersonal skills, relationship building, collaboration, and problem solving • Organizational and analytical skills, initiative, adaptability • Proficiency with Microsoft programs (Word, Excel, PowerPoint, etc.) Additional Information The pay rate ranges for this job position are listed below. 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. In California: pay rate range is $ 27.50 to $ 109.2 0 The national pay rate range is $ 25.00 to $ 84.00

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