Cost Segregation Study Specialist
About:
Leaf Specialty Tax Consultants works with CPA’s and other businesses by consulting them on opportunities with various tax credits. LEAF is a company which thrives on bringing awareness to all of our clients for their tax needs, as well as creating a workplace where our employees want to strive for excellence, diligent teamwork, and dedicated integrity. We work daily to give our clients superior customer satisfaction in order to have all of the information they need to be successful in every venture.
Position: Full Time- Local Remote
Cost Segregation Study Specialist
Starting Wage:
DOE
Tasks and Responsibilities:
- Manage a caseload while answering phone inquiries from new and existing clients
- Engage with current and past clients if the possibility of Cost Segregation is approachable.
- Maintain and update client files with documents, confirmations and memorandums
- Help to create processes and network for Cost Segregation Studies
- Conduct thorough feasibility analysis understanding the taxpayers current tax position.
- Determine reliable estimates of potential benefits of performing a cost segregation study.
- Collect property information for buildings purchased by the taxpayer and buildings that were constructed or remodeled
- Analyze properties either physically or virtually to appraise and acquire images (travel required and provided)
- Review construction blueprints and other relevant documentation
- Complete reports or memorandums to include relevant tax law, methodology, study results, and a breakdown of value within depreciation class
- Maintain key systems and company database information
- Other duties as assigned specific to Cost Segregation process and potential filing
Requirements:
- Certifies Cost Segregation Professional certification (CCSP)
- Tax and Accounting experience
- Bachelors Degree in accounting, economics, engineering, architecture, or construction management preferred
- Minimum three (3) years experience in Cost Segregation Studies
- Remote Availability
- Travel Availability
- Extensive experience with Microsoft Office 365