Senior Cost Segregation Engineer | National Tax Office

Senior Cost Segregation Specialist

Our Cost Segregation team provides real estate investors and owners significant tax benefits by accelerating federal tax deductions for buildings and improvements. As a cost segregation Senior, you will analyze all types of properties ranging from hotels, casinos, golf courses, apartments, restaurants, offices, retail and anything in-between. The successful candidate will assist investors, business owners, and corporate executives to realize the significant increase in cash flow that results from a quality cost segregation study. In order to do this, one will learn to apply and integrate the skill sets often utilized in the following industries: valuation, engineering, construction management, legal analysis, and tax planning.

Essential Functions and Primary Duties

• Working with clients to procure data related to acquisition or construction and to ensure client satisfaction
• Analyze construction cost ledgers, contractor payment applications, and other cost documentation and reconcile to accounting records
• Perform takeoffs utilizing blueprints and perform physical site inspections
• Estimate unit costs utilizing costing manuals such as RS Means and Marshall & Swift
• Determine the appropriate tax life for each component of a building in accordance with IRS Regulations
• Understand and utilize the tangible property regulations and the application of the regulations to various projects
• Write reports and prepare schedules that support findings from analysis
• Analyzing property data and real estate income and expense statements
• Understanding of real estate appraisal valuation methodology and concepts
• May perform administrative support functions, client communication letters, request forms, etc.
• Research and report writing skills

Preferred Qualifications

• Bachelor's degree in civil engineering, construction management, construction engineering, electrical engineering or mechanical engineering
• Must possess a valid in-state drivers license as overnight travel will be necessary
• Proficient computer ability relative to the constructing of complex formulas and macros
• Proficient in all Microsoft Office products (Excel, Word, Outlook, etc.)
• Candidate should be state certified general licensed or working on licensing requirements

Minimum Qualifications

• Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
• 2 years of experience in public accounting or related field
• CPA candidates preferred
• Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
• Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
• Proficient use of applicable technology
• Must be able to travel based on client and business needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.