Fixed Assets / Cost Segregation Manager

About the role

This position involves managing and performing cost segregation and fixed asset analyses related to construction projects, real estate acquisitions, and renewable energy initiatives.

Responsibilities

• Analyze construction cost data, engineering drawings, and general ledger details to classify assets and identify tax-eligible costs.
• Conduct site visits to assess building components and validate cost assumptions.
• Manage client relationships, collaborate with contractors and internal teams, and gather technical documentation.
• Review and deliver engineering reports, depreciation analyses, and supporting documentation, overseeing outsourcing engagements.
• Identify opportunities for process improvements, sales tax exemptions, and support business development efforts.
• For Senior Managers: Lead multiple complex engagements, drive practice growth, mentor junior team members, and serve as a technical resource.

Qualifications

• Minimum five years of experience in engineering, construction, or accounting with expertise in cost segregation or fixed asset consulting.
• Bachelor’s degree in accounting, engineering, architecture, or related field.
• Strong understanding of construction processes, building systems, and tax depreciation principles.
• Professional credentials such as CPA, EA, or JD/LLM; ability to obtain if not held at start.
• For Senior Managers: at least eight years of experience, with demonstrated leadership and client management skills.

Skills

• Proficiency in Excel, data automation tools (Power Query, Alteryx), BI tools (Power BI, Tableau), and scripting languages (SQL, Python, R).

Key Attributes

• Strong analytical skills, technical expertise, leadership capabilities, and client-focused approach are essential for success in this role.