Senior Cost Segregation Associate

Entry-level to 4-year experience remote role with 60% travel to client sites.

About us

We are a specialty tax services firm that partners with CPA firms and businesses to navigate complex tax incentive programs. Our primary focus is helping clients identify, document, and claim valuable tax credits and incentives, such as the Research & Development (R&D) Tax Credit, cost segregation, and energy efficiency tax deductions like the 179D and 45L credits. These incentives help businesses enhance cash flow and reinvest in growth by recovering expenses associated with innovation, construction, and sustainable practices.

Our team comprises experts in tax law, engineering, and accounting, ensuring each client receives comprehensive support tailored to their unique industry and needs. Our approach emphasizes thorough analysis, precise documentation, and compliance with IRS regulations, minimizing risk and maximizing benefits for clients.

Beyond tax credits, we support continuous client education and awareness, helping businesses stay informed about updates in tax legislation that may impact their ability to claim incentives. Our dedication to client service is marked by a collaborative process that integrates seamlessly with CPA firms, ensuring both small and large organizations can fully benefit from tax savings opportunities.

Responsibilities

• Conduct on-site inspections and gather data to identify assets that qualify for accelerated depreciation.
• Perform in-depth analysis of architectural plans, construction documents, and blueprints.
• Prepare detailed cost segregation reports, including asset classification and tax documentation.
• Collaborate with cross-functional teams, including tax professionals and clients, to ensure accurate and compliant reporting.
• Stay updated with current IRS guidelines and tax laws related to cost segregation.
• Provide guidance and answer technical questions for both internal teams and clients.

Requirements

• Bachelor's degree in engineering, construction management, architecture, or a related field.
• Minimum of 1 year of experience in cost segregation, construction, or related areas.
• Strong knowledge of building systems, construction processes, and IRS regulations pertaining to cost segregation.
• Proficiency in reading and interpreting blueprints and construction documents.
• Excellent communication and analytical skills.
• Ability to travel up to 60% of the time, with occasional overnight stays.

Pay

$60,000 - $85,000 per year

Benefits

• Unlimited PTO
• 401k
• Medical, dental, and vision insurance
• Paid holidays

Schedule

Remote role with no required office time, though 60% travel to client sites is required.