Cost Segregation Associate - Corporate Tax Incentives : Job Details

WHO WE ARE: At Corporate Tax Incentives (CTI), we specialize in helping our clients take full advantage of tax credits and incentives which provide direct financial savings, so their businesses can thrive. Since 2001 we've earned a reputation as the top provider in maximizing tax incentives and credits, as well as providing unsurpassed customer service to our clients. As a Cost Segregation Associate at CTI, you will join a team that leverages the Company's proprietary tax software to provide an accurate and efficient tax study with superior quality which maximizes business boosting benefits. Our roster of clients includes companies of all industries and sizes such as engineering, manufacturing, software, architecture, restaurants, wineries, and breweries. Working with us means you are joining a culture of continuous communication, inclusion, and feedback from all levels of the organization. WE TAKE CARE OF OUR PEOPLE:

• Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan.
• 3 weeks paid vacation.
• 8 paid holidays and week between 12/25-1/1 off with pay.
• 12 weeks paid maternity and disability leave / 2 weeks paid paternity leave.
• Our supportive team will work with you to develop and support your career goals.
• Be part of a knowledgeable, growing, high-achieving and fun team.
• Position is hybrid preferred at our Folsom office location. Fully remote applicants will be considered depending on experience and location.

CTI is an Equal Opportunity Employer and believes diversity and inclusion among our teammates is above all the right thing to do and critical to our success. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment decisions will be based on merit, competence, performance, and business needs. Requirements WHAT YOU WILL DO The Cost Segregation Associate is responsible for traveling to properties to perform on-site inspections, which involve meetings with facility personnel and documentation of building assets through photos and notes. Information gained during the site inspection process will then be used to construct detailed building estimates and the corresponding cost segregation report. RS Means and Marshall & Swift estimating data will be used in conjunction with CTI's proprietary software and templates to build these estimates and reports. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

• Client email and phone communications to request information, schedule site visits, and address any relevant project questions.
• Examine property records, appraisals and tax assessments to find relevant project information.
• Analyze purchase documents, depreciation schedules, construction contractor payment applications, invoices, and other cost documentation and reconcile with accounting general ledgers. Data manipulation skills and understanding of pivot tables is preferred.
• Travel to client facilities to meet with facility personnel and perform on-site inspections which include taking notes and photos of relevant property assets.
• Estimate unit costs and build detailed building estimates using RS Means and M&S reference data and industry standard techniques.
• Prepare accurate property description write ups that will be used in final reports.
• Travel 30-40% of the year.
• Additional duties and responsibilities as assigned, including heightened working hours during regular tax seasons.

WHAT YOU WILL NEED:

• Ability to work both independently and collaboratively within a team.
• Proven ability to thrive in a fast-paced environment, working effectively with minimal supervision, whether onsite, in a hybrid setting or fully remote.
• Excellent written and verbal communication skills.
• Highly organized and detail oriented with the ability to prioritize, plan, and organize activities.
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency.
• Strong problem solving and troubleshooting skills.
• Strong analytical skills and reasoning abilities.
• Flexible and adaptable, willing to evolve and meet changing organizational needs.
• Capable of handling sensitive data with confidentiality and discretion.
• Ability to recognize when an incident needs to be escalated.
• This role has access to sensitive information and is expected to adhere to all CTI, ISO 27001 and SOC2 policies.
• A willingness to learn and adapt to CTI's study process, quality control requirements, and management expectations.

EDUCATION AND EXPERIENCE:

• Bachelor's or Associates degree in construction management, construction estimating or related fields required.
• Construction industry experience in estimating, project management, construction accounting, or accounts payable required.
• Cost Segregation experience is preferred, but not required.
• Construction estimating experience in Mechanical, Electrical and/or Plumbing trades is preferred, but not required.
• Familiarity with construction terms, concepts, components, and estimating principles required.
• Experience reviewing contractor AIA G702/703 forms and construction general ledgers required.
• Ability to read and understand building plans.

Compensation is determined based on work experience, education, location, and skill set:

• 0-2 years: $55,000-$70,000
• 2+ years: $70,000-$85,000

We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page! Salary Description $55k-$85k per year