• Specialist, Cost Segregation

    Job Locations US-MN-Minneapolis
    Job ID
    2018-2364
    Category
    Tax
  • Overview

    Create lasting, positive impact.

    By considering Wipfli LLP, you’ve decided to go beyond the ordinary public accounting and consulting firm. At Wipfli, we create positive impact and lifetime relationships by leading and working with an outward mindset. As a member of our team, you will be inspired to think freely and follow your passion, grow as a professional by developing your skills and commit to serving our clients and communities with honesty and integrity.

     

    Wipfli has a broad national footprint with offices coast to coast — and we’re still growing! As an associate, you’ll have access to skill development and career opportunities, whether you want to move up or transition into another area of specialty. You’ll also have the flexibility and technology to work wherever you are, whether it’s at home or in our clients’ offices, or switching Wipfli offices if you’re looking to move across the country.

     

    Join a company focused on giving back to the greater good — at Wipfli, we’re committed to supporting the communities we do business in. To learn more about our volunteer efforts, who we are and what we do, visit wipfli.com.  

     

    The Cost Segregation Specialist is responsible for performance of cost segregation and allocation studies for the use of firm clients and non-clients in the preparation of tax returns.  Must understand the tax issues which drive the need for cost segregation services.  Individual may be called upon to use skill set to help develop solutions for any other tax or accounting function as determined relevant.

    Responsibilities

    Essential Responsibilities  

    • Prepare Cost Segregation Analysis and Reports.
    • Prepare Cost Allocation Studies and Reports.
    • Prepare proper documentation and supporting schedule
    • Explain the relationship of the study to tax issues involved.

    Additional Responsibilities

    • Participates in Continuing Professional Education program which is essential to competence and continued professional growth.
    • Participates in community activities for business networking purposes.

    Qualifications

    Minimum Education Requirements

    Bachelors Degree in construction, engineering or architecture with a business emphasis preferred.  Experience in reading construction plans required. 

     

    Previous Experience

    1-3 years of experience preferred, but not necessary.  Past engagement manager with national cost segregation firm preferred.    

     

    Specific experience required  

    Candidate for position would have previous experience in the area of performing cost segregation and allocation studies with either an accounting firm, appraisal company or a boutique firm specializing in the subject.  Individual should have a minimum of 1-3 years of experience in the cost segregation area with exposure to various issues and project types. 

     

    Abilities:

    Ability to plan, prioritize, and organize work effectively

    Ability to balance many projects simultaneously

    Ability to work independently under pressure and time deadlines

    Ability to analyze data, solve problems, and recommend solutions

    Ability to use engineering skills to find tax solutions.  Interpret construction plans, identify materials and tax implications of cost for the structure.

    Ability to interact with clients and their representatives.

     

    Communication

    Strong written and verbal communication skills to translate complex building issues and tax implications into terms the clients understand.

     

    Technology:

    Proficient in Word, Excel, and Outlook

    Specific abilities required include: Use of Microsoft Access and Google Earth.

     

    Work Relationship and Scope   

    Position will report to Director, Cost Segregation for priority setting/direction and day-to-day activities and support.  The cost segregation specialist will have an annual chargeable hour budget of 1,650 hours.  The specialist will work closely with clients, partners, managers, staff, and administrative staff to complete responsibilities.  Individual will network with prospective and current clients, business organizations, and business and community leaders via telephone, business development opportunities and in-person meetings. 

     

    Working Conditions

    Work is generally performed in a pleasant office setting.  Position will work 42-45 hours per week with increased hours during peak periods of productivity

    Light Lifting (less than 10 pounds)       

    Occasional moderate activity requiring walking and/or bending

    Uses personal vehicle to travel on a monthly basis (approximate distance: 300 miles).  Must possess a valid driver’s license and be properly insured. 

    Moderate over-night travel required (2-3 times nights month).  Travel as required for engagements, projects out of the immediate office area and for Continuing Professional Education.  Out of town overnight engagement could vary from two to ten weeks per year.

     

     

    This position description describes the general nature and level of work performed by associates assigned to this position.  “Essential responsibilities” describe those functions considered essential to the performance of the job.  This position description does not state or imply that these are the only responsibilities assigned to the job.  Associates may be required to perform other job-related responsibilities as requested by leadership.  All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.

     

    Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, citizenship status, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

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