Senior Cost Segregation Associate

This Jobot Job is hosted by Brittany Packard.

About Us

Our client is a specialty tax services firm that partners with CPA firms and businesses to navigate complex tax incentive programs. Its primary focus is on 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 their cash flow and reinvest in growth by recovering expenses associated with innovation, construction, and sustainable practices.

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

Beyond tax credits, our client also supports continuous client education and awareness, helping businesses stay informed about updates in tax legislation that may impact their ability to claim incentives. Their dedication to client service is marked by a collaborative process that integrates seamlessly with CPA firms, ensuring that both small and large organizations can fully benefit from tax savings opportunities. By offering in-depth expertise and hands-on service, our client enables businesses across various industries to leverage specialized tax strategies that support innovation and operational efficiency.

Why Join Us?

• Remote role with no required office time, however 60% travel to sites associated with this role
• Unlimited PTO
• 401k
• Medical, dental, and vision benefits
• Paid holidays

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.
• Assist with completing cost segregation projects from start to finish including site-visits.

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.

Benefits

• Competitive salary: $60,000 - $85,000 per year
• Comprehensive benefits package including medical, dental, vision, and 401k
• Unlimited PTO
• Paid holidays
• Professional development opportunities and supportive work environment

Schedule

• Remote role with no required office time
• 60% travel to client sites, with occasional overnight stays