About The Position

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 Project Manager 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.

Requirements

  • 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 organize activities.
  • Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
  • Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency.
  • Strong problem solving and troubleshooting skills.
  • Strong analytical skills and reasoning abilities.
  • Flexible and adaptable, willing to evolve and meet changing organizational needs.
  • Capable of handling sensitive data with confidentiality and discretion.
  • Ability to recognize when an incident needs to be escalated.
  • This role has access to sensitive information and is expected to adhere to all CTI, ISO 27001 and SOC2 policies.
  • A willingness to learn and adapt to CTI’s study process, quality control requirements, and management expectations.
  • 5+ years’ of construction estimating experience.

Nice To Haves

  • Bachelor’s degree in Engineering, Architecture, or Building Construction preferred, but not required.
  • We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page!

Responsibilities

  • Assist the Cost Segregation Director in managing the workload distribution of the department and the training and development of team members.
  • Collaborate with the team to enhance accuracy and ensure compliance throughout all phases of the cost segregation study process.
  • Thoroughly assess all departmental intakes and contract drafting processes.
  • Maintain industry expertise to deliver proactive and targeted fixed asset strategies to clients and prospects.
  • Utilize relevant case law to properly distinguish Section 1245 property from Section 1250 property.
  • Perform full analyses within cost segregation models, including cost estimating, indirect cost allocations, and electrical load calculations.
  • Conduct on-site inspections to notate and document the nature and use of all depreciable property.
  • Leverage analytical understanding of construction, fixed assets, engineering, & valuation fundamentals to drive client value.
  • Act as a subject matter expert (SME) on client calls.
  • QA/QC review of cost segregation workpapers and final reports to ensure accuracy and compliance.
  • Additional duties and responsibilities as assigned, including heightened working hours during regular tax seasons.

Benefits

  • Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan.
  • 4 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.
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service