Duties & Responsibilities
Serve as a subject matter expert on cost segregation matters for clients, partners, and internal teams.
Advise clients on how cost segregation strategies may impact their tax position, financial statements, and cash flow.
Review property information and prepare or validate estimated benefit analyses for prospective engagements.
Manage the day-to-day relationship with external cost segregation providers, by helping scope projects, review deliverables, and resolve outstanding items.
Review completed cost segregation studies for accuracy and help ensure results are appropriately reflected in client tax filings.
Partner with tax teams on depreciation schedules, accounting method changes, and other fixed-asset considerations.
Provide technical guidance related to MACRS depreciation, bonus depreciation, Section 179, Qualified Improvement Property, Tangible Property Regulations, partial asset dispositions, and depreciation recapture.
Support matters involving Form 3115 and Section 481(a) adjustments, Section 1031 exchanges, Sections 179D and 45L, and related federal and state depreciation considerations.
Support practice leadership with client meetings, business development opportunities, and internal training.
Develop and maintain strong relationships with clients, internal teams, and external service providers.
Education & Experience
Bachelor’s degree in Accounting, Finance, Engineering, Construction Management, or a related field required.
Active Certified Cost Segregation Professional (CCSP) designation and membership in good standing with the American Society of Cost Segregation Professionals (ASCSP) required.
7+ years of direct, hands-on cost segregation experience, including preparing and/or reviewing cost segregation studies.
CPA or Enrolled Agent designation, or relevant engineering or construction background, preferred.
Strong understanding of federal and state tax implications associated with cost segregation, depreciation, deductions, and timing.
Experience with accounting method changes, including Form 3115 and Section 481(a) adjustments.
Strong knowledge of MACRS, bonus depreciation, Section 179, Qualified Improvement Property, Tangible Property Regulations, partial asset dispositions, and depreciation recapture.
Demonstrated ability to translate complex technical concepts into clear, practical guidance for clients and internal teams.
Strong client service, relationship management, communication, and organizational skills.
Experience within a cost segregation firm, public accounting firm, fixed-asset practice, or specialized tax consulting environment preferred.
Experience supporting audit defense of cost segregation studies preferred.
#LI - remote
Salary Range
Salary Range
$150,000—$250,000 USD