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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.
Minimum Education Requirements
Bachelors Degree in construction, engineering or architecture with a business emphasis preferred. Experience in reading construction plans required.
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.
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.
Strong written and verbal communication skills to translate complex building issues and tax implications into terms the clients understand.
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.
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.