Overview
A National Tax Services Group is seeking a Cost Segregation Professional to join their team of tax specialists. This role involves working on all aspects of cost segregation engagements, collaborating with experienced professionals, and building and maintaining client relationships. The team provides services including Business, Individual, State & Local tax, R&D Tax Credit, Cost Segregation, International, and Private Client services.
Responsibilities
- Perform physical site inspections of properties to take detailed notes, sketches, measurements, and photographs for IRS audit substantiation.
- Analyze construction general ledgers, contractor payment applications, and other cost/financial documentation, reconciling information with accounting records.
- Read, interpret, and estimate take-off quantities from blueprints and other client-provided cost information.
- Prepare schedules supporting findings in accordance with IRS standards.
- Meet client expectations by adhering to pre-established deadlines.
Requirements
- Bachelor’s degree in construction management or electrical, mechanical, or civil engineering preferred.
- Minimum of 2 years of experience in the construction field.
- Working knowledge of IRS code sections, court cases, revenue rulings, and other tax citations related to cost segregation.
- Strong understanding of construction design and processes, as well as depreciation, to determine appropriate tax lives for building assets per IRS standards.
- Knowledge of real estate appraisals and valuations.
- Proficiency with RS Means Cost Estimator and Marshall & Swift and/or Planswift or similar blueprint reading/estimating software.
- Excellent Microsoft Office skills, including Excel, Word, and Outlook.
- Ability to manage multiple engagements and competing projects in a fast-paced, results-oriented team environment.
- Willingness to travel approximately 25% of the year to project sites.
- Openness to training for the right professional.
Compensation & Benefits
- Salary range: $75,000 – $110,000, dependent on role, location, skills, experience, and qualifications.
- Competitive benefits package.
- Bonus program available for eligible roles based on individual and firm performance.
Equal Opportunity
The employer is an equal opportunity organization and does not discriminate based on race, color, creed, religion, ancestry, age, sex (including pregnancy), genetic information, marital status, domestic partnership status, familial status, affectional or sexual orientation, gender identity, citizenship status, national origin, disability or handicap, veteran status, weight, height, or any other classification protected by federal, state, or local law.