Real Estate Analyst

CSA Partners•Lindon, UT

2d•Onsite

About The Position

COMPANY OVERVIEW CSA Partners specializes in providing qualified cost segregation studies and energy tax credit services to individual and corporate taxpayers. Through a cost segregation study, CSA identifies and reclassifies personal property from real property to accelerate the depreciation expense available to a real estate investor. CSA tailors its services to CPAs and other real estate and wealth advisors. Through its highly tech-enabled processes and talented employees, CSA has earned a reputation for quality, accuracy, and timeliness while maximizing tax savings for its clients.? As our company continues to grow, we are looking for a new, in-office teammate to join our Cost Estimating Department (Costing) department. Our Costing team plays a huge role in maintaining our high standards for tax-compliant deliverables and customer service. THE POSITION The Cost Estimating department is primarily responsible for the following: property walkthroughs, property inspections, cost estimating, and customer satisfaction. The main role of a Real Estate Analyst is to inspect and analyze properties to estimate assets acquired or constructed within or around the property within a given tax year. The right candidate for this position is detail-oriented and focused on providing excellent customer service. We take pride in customer satisfaction, and this role is critical in that effort.

Requirements

High School diploma, GED or equivalent required?
Dynamic, people-oriented personality able to quickly adjust in a fast-changing environment
Excellent communication skills, both verbal and written
Strong customer service experience
Detail oriented and excellent organizational and multitasking skills
Proficiency with computers
Proficiency with Microsoft Office apps (Excel, Word, SharePoint)
Ability to manage multiple projects at the same time
Ability to work towards regular deadlines
High attention to detail

Nice To Haves

Bachelor's degree in Accounting, Finance, Business, Construction Management or related field
Building construction knowledge / experience reading blueprints
Familiarity with real estate concepts
Experience in accounting, depreciation, fixed asset management
1-3 years’ experience in a Cost Estimator, Construction, Cost Accounting, or similar role

Responsibilities

Meet in person or virtually and collaborate with clients, property owners, property managers, site engineers, and other individuals to determine appropriate classification of various assets
Approximately 3/4 of your time will be spent preparing a completed inspection packet for the costing team and 1/4 of your time will be spent completing virtual site inspections with clients?
Perform virtual site inspections on properties to identify and classify building components into the correct classification
Perform takeoffs (quantity and measurements of building components) during the virtual site visit
Perform takeoffs from blueprints and/or information gathered from the site visit.
Using construction cost estimating methodologies to accurately cost estimate building components
Estimate the cost of identified building components using construction cost estimating software (RS Means)
Review and apply correct application of client-provided documentation
Communicate and resolve questions with clients
Collaborate with peers in other departments to provide the optimal balance of services
Performs other related duties as assigned