• Prepare individual, corporate, partnership, and other types of tax returns
• Perform audit, review, compilation, and other assurance services
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget, identifying issues and communicating progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate effectively with clients and CLA family members on a regular basis

Tax/Audit Intern

• Provide tax, accounting, and advisory services to individuals and small business clients, specifically in trust and estate tax
• Oversee accounting, bookkeeping, and prepared or compiled financials
• Review and analyze accounting records and reporting; provide analysis and consultation
• Communicate with clients about accounting and business matters
• Deliver responsive, timely, professional, and accurate client service
• Lead and plan client engagements
• Evaluate client-service and implementation processes and procedures; implement efficiencies and identify internal control issues
• Recommend business and process improvements based on client operations, processes, and objectives
• Manage and build client relationships; resolve client issues and assist with additional services
• Delegate and oversee work by setting goals, providing resources, removing obstacles, and scheduling deadlines
• Maintain current knowledge of local, state, and federal tax practices and laws
• Assist with engagement staffing, billings, collections, and client profitability targets
• Network and build relationships internally, externally, with clients, and with the community
• Participate in professional development and firm-wide learning programs
• Support team-member growth through the Baker Tilly Care and Teach philosophy

Tax Manager – Trust and Estate

• Provide exceptional client service to multi-state companies by to identify tax savings opportunities
• Assist multi-state companies with state and local tax controversies, including preparing clients for discussions with auditors, representing the client at hearings and appeal meetings, and preparing protests
• Research and draft technical memoranda regarding state and local tax questions or issues
• Respond to client inquiries and requests from tax authorities
• Review documentation and research issues
• Work with raw data to complete detailed calculations
• Work side by side with subject matter experts in a team-based environment
• Receive training and development to become a state, local, federal, and international tax professional
• No supervisory responsibilities

Summer Intern, State Income/Franchise Tax

• Act as the lead for sales and use tax compliance, planning, and controversy work
• Monitor and advise on indirect tax law changes and their business impact
• Identify opportunities for tax optimization, exposure reduction, and refund recovery
• Support remediation, controversies, corrective filings, technology transformation, and process improvement initiatives for indirect tax
• Manage engagements involving sales and use tax exemptions and incentives related to data center operations and other state credit programs
• Identify eligible company activities, gather and analyze supporting documentation, and assist with claims and filings
• Prepare and review calculations, tax forms, memoranda, executive summaries, and audit response support
• Monitor legislative and regulatory developments and identify new incentives or process improvements
• Define and execute deliverables, track project status, and report on tax initiatives
• Build relationships across Infrastructure, Finance, Legal, and business teams
• Coordinate workstreams and provide guidance across teams
• Research business operations to tailor tax strategies
• Communicate opportunities and risks to internal stakeholders
• Liaise with external tax advisors and state and local authorities
• Report to the Director, Indirect Tax

Senior Tax - Sales, Use and Incentives

• Contribute to the efficient execution of tax engagements while learning from and collaborating with experienced professionals.
• Assist in preparing federal, state, and local tax returns for individuals, partnerships, and corporations.
• Support the organization and maintenance of tax documents and client information.
• Develop understanding of tax software and other relevant tools.
• Support the tax team in compliance and planning projects.
• Conduct tax research and analysis under the guidance of experienced staff.
• Handle administrative tasks such as data entry and document preparation.
• Participate in immersive training, professional development trainings, networking opportunities, firmwide events, and collaboration with firm leaders.

Tax Intern

• Work with and support the firm's Director in leading and managing the local team
• Become a primary point of contact for clients from retiring partners
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team and Director to develop and execute the firm's growth initiatives, product and services offering, and operational strategies
• Review and manage individual, business (c-corps, s-corps, and partnerships) and trust tax return engagements
• Lead the firm's consulting and advisory efforts in the region
• Lead and manage staff in areas of research, training, and development
• Drive growth, mentor employees, uphold the firm's standards of excellence, and take ownership of client relationships and team management

Senior Tax Manager

• Work with and support the firm's Director in leading and managing the local team
• Become a primary point of contact for clients from retiring partners
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team and Director to develop and execute growth initiatives, product and service offerings, and operational strategies
• Review and manage individual, business (C-corps, S-corps, and partnerships), and trust tax return engagements
• Lead the firm's consulting and advisory efforts in the region
• Lead and manage staff in research, training, and development
• Drive growth, mentor employees, uphold the firm's standards of excellence, and take ownership of client relationships and team management

• Work with and support the firm's Director in leading and managing the local team
• Become a primary point of contact for clients from retiring partners
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team and Director to develop and execute growth initiatives, product and service offerings, and operational strategies
• Review and manage individual, business (C-corps, S-corps, and partnerships), and trust tax return engagements
• Lead the firm's consulting and advisory efforts in the region
• Lead and manage staff in research, training, and development

• Work with and support the firm's Director in leading and managing the local team
• Become a primary point of contact for clients from retiring partners
• Serve as the primary point of contact and relationship manager for new clients
• Work with the firm's executive team and Director to develop and execute growth initiatives, product and services offerings, and operational strategies
• Review and manage individual, business (C-corps, S-corps, and partnerships), and trust tax return engagements
• Lead the firm's consulting and advisory efforts in the region
• Lead and manage staff in research, training, and development

• Work with and support the firm's Director in leading and managing the local team
• Become a primary point of contact for clients from retiring partners
• Serve as the primary point of contact and relationship manager for new clients
• Work with the executive team and Director to develop and execute growth initiatives, product and service offerings, and operational strategies
• Review and manage individual, business (C-corps, S-corps, and partnerships), and trust tax return engagements
• Lead the firm's consulting and advisory efforts in the region
• Lead and manage staff in research, training, and development