Construction Management - Cost Segregation Senior Associate

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 Senior 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.

• 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.
• Position can be fully remote based on location OR hybrid if located by our Folsom, CA office.
• 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.

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.

The Cost Segregation Senior Associate is responsible for assisting in all aspects of providing in-depth cost segregation studies for acquired properties, newly constructed properties, renovation and improvement projects, and any other special projects.

• Review all relevant project information on file and request additional information needed to complete studies.
• Work with client and client representatives to schedule on site property inspections and book all associated travel arrangements within company budget standards.
• Travel to client properties and perform in depth site inspections which are documented with extensive notes and photos.
• Organize notes and photos into project folders in a timely and organized manner according to department standards.
• Assemble detailed cost segregation estimate analysis from start to finish that will be used to prepare the final cost segregation report.
• Assemble detailed and well written property descriptions that will be used in final reports.
• Select and catalogue relevant photos that will be used in final reports.
• Assist in preparing final reports on an as needed basis.
• Develop industry expertise to deliver proactive and targeted fixed asset strategies to clients and prospects.
• Understand how to apply relevant case law to properly distinguish Section 1245 property from Section 1250 property.
• Research technical issues and propose viable solutions.
• Complete accurate preliminary estimates of benefit for new marketing leads.
• Examine any available construction drawings, floor plans, and project specifications to identify and properly classify all depreciable assets.
• Leverage an analytical understanding of construction, fixed assets, engineering, & valuation fundamentals to enhance client value.
• Travel 30-40% of the year.
• Additional duties and responsibilities as assigned, including heightened working hours during regular tax seasons.

• 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…