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