Overview In der role, you will lead cost segregation engagements, guide a team, and deliver high-quality client service within a collaborative, growth-minded firm. You will work with tax, engineering, and real estate professionals to maximize client tax savings through engineering-based analyses. The position offers mentorship opportunities and a chance to develop specialized expertise while contributing to a culture of teamwork and client service excellence. You'll engage directly with clients, manage budgets, and help drive practice development in a hybrid work environment.
Compensation / Benefits- competitive benefits package
- bonus program
- hybrid schedule
- base compensation $100,000-$130,000
- professional development opportunities
- travel flexibility
Responsibilities- Manage multiple cost segregation engagements from planning to delivery
- Mentor and review work of associates to ensure accuracy
- Oversee property site inspections and document building components for IRS classifications
- Review construction cost docs, ledgers, and contractor payments
- Analyze blueprints and project specs to support asset classifications
- Prepare and review engineering-based cost segregation reports and schedules
- Collaborate with tax, valuation, and real estate teams for integrated solutions
- Maintain strong client relationships through proactive communication
- Manage engagement budgets, timelines, and client expectations
- Assist with practice development, proposals, and identifying additional services
Key requirements- Bachelor's degree in Construction Management, Engineering, Accounting, Finance, or related field
- 5+ years of experience in cost segregation, construction estimating, engineering, real estate valuation, or related field
- Pursuit of CPA, EA, CCSP, or other relevant certification is a plus
- Strong knowledge of IRS cost segregation guidance and tax depreciation methodologies
- Advanced understanding of construction methods and asset classification principles
- Experience supervising engagement teams and managing multiple projects
- Knowledge of real estate appraisals, valuations, and cost allocation methodologies
- Proficiency with RS Means, Marshall & Swift, Planswift, or similar estimating software
- Excellent analytical, project management, and organizational skills
- Strong communication and relationship-building skills with clients and stakeholders
- Proficiency with Microsoft Office Suite, especially Excel
- Ability to travel approximately 25% of the year
- communication
- relationship-building
- project management
- RS Means
- Marshall & Swift
- Planswift
