Note: The job is a remote job and is open to candidates in USA. Source Advisors is a specialized tax consulting firm focused on maximizing tax credits and incentives for CPA firms and their clients. The Cost Segregation Project Manager/Engineer is responsible for conducting and delivering high-quality cost segregation studies, collaborating with internal teams and clients to ensure accurate project execution.
Responsibilities
- Construct and deliver cost segregation reports, ensuring they meet company standards
- Conduct preliminary research, review project files, and confirm signed engagement agreements
- Perform on-site reviews (OSRs) by gathering field notes, taking photographs, and documenting assets
- Analyze and classify building utility systems in compliance with IRS MACRS classification
- Utilize engineering and cost estimation tools to determine asset values
- Input data into financial models and generate reports
- Ensure all reports include necessary supporting documentation such as depreciation schedules, property descriptions, and financial reconciliations
- Maintain organized work papers and documentation of all progress
- Respond to emails, calls, and messages within 24 hours
- Proactively communicate with Team Leads, Directors, and Project Coordinators regarding project status, scheduling, and any issues encountered
- Collaborate with the Project Coordinator to obtain necessary client information for scheduling on-site reviews
- Maintain professionalism in all client and internal interactions
- Provide project updates to relevant stakeholders, ensuring clarity on potential delays or required revisions
- Deliver reports that align with the scope as stated in the engagement letter, and document any discrepancies
- Confirm project basis with the client and maintain proper documentation, including settlement statements and depreciation schedules
- Address and incorporate feedback from reviewers within two business days
- Attend team meetings, training sessions, and company-wide calls, ensuring alignment with organizational goals
- Strive to meet or exceed monthly revenue goals and maintain individual project projections
- Ensure draft reports are delivered on schedule, with necessary documentation and analysis
- Monitor and adjust scheduled draft dates within our internal platform, keeping internal records up to date
Skills
- Bachelor's degree in Engineering, Architecture, Accounting, or a related field
- 2-3 years relevant experience in cost segregation, construction, or a similar industry
- Strong analytical and problem-solving abilities
- Proficiency in Microsoft Office Suite, particularly Excel and Word
- Ability to interpret architectural and engineering plans
- Knowledge of industry-standard cost estimation tools
- Effective communication and teamwork skills
- Detail-oriented with the ability to multitask
Benefits
- Remote full-time employment
- Remote 1099 subcontractor opportunities available nationwide
Company Overview