Real Estate Analyst

CSA Partners•Lindon, UT
•Onsite

About The Position

CSA Partners provides cost segregation services to commercial property owners, identifying and reclassifying personal property assets to shorten depreciation periods for tax purposes. The company is seeking an in-office teammate for its Cost Estimating Department. The department is responsible for property walkthroughs and inspections, cost estimating, and customer satisfaction. The Real Estate Analyst inspects and analyzes properties to estimate assets acquired or constructed within or around a property during a given tax year. The role focuses on preparing inspection packets, conducting virtual site inspections, classifying building components, completing takeoffs, estimating costs, reviewing client documentation, and communicating with clients. Approximately three-quarters of the position is spent preparing completed inspection packets for the review team, and one-quarter is spent conducting virtual site inspections with clients. The successful candidate is detail-oriented and committed to excellent customer service. Duties may change, and other related duties may be assigned.

Requirements

  • High school diploma, GED, or equivalent.
  • Dynamic, people-oriented personality and ability to adjust quickly in a fast-changing environment.
  • Excellent verbal and written communication skills.
  • Strong customer service experience.
  • Detail-oriented, with excellent organizational and multitasking skills.
  • Proficiency with computers.
  • Proficiency with Microsoft Office applications, including Excel, Word, and SharePoint.
  • Ability to manage multiple projects simultaneously.
  • Ability to work toward regular deadlines.
  • High attention to detail.

Nice To Haves

  • Bachelor's degree in Accounting, Finance, Business, Construction Management, or a related field.
  • Building construction knowledge or experience reading blueprints.
  • Familiarity with real estate concepts.
  • Experience in accounting, depreciation, or fixed asset management.
  • One to three years of experience in a Cost Estimator, Construction, Cost Accounting, or similar role.

Responsibilities

  • Meet and collaborate in person or virtually with clients, property owners, property managers, site engineers, and others to determine appropriate classifications for assets.
  • Prepare completed inspection packets for the review team; approximately three-quarters of the role is spent on this work.
  • Conduct virtual site inspections to identify and classify building components.
  • Perform quantity and measurement takeoffs of building components during virtual site visits.
  • Perform takeoffs from blueprints and information gathered during site visits.
  • Use construction cost-estimating methodologies to estimate building component costs accurately.
  • Estimate costs of identified building components using RS Means construction cost-estimating software.
  • Review client-provided documentation and apply it correctly.
  • Communicate with clients and resolve questions.
  • Collaborate with peers in other departments to provide an appropriate balance of services.
  • Perform other related duties as assigned.

Benefits

  • Competitive compensation
  • Health insurance benefits
  • Life insurance
  • Short- and long-term disability
  • Paid time off
  • Paid holidays
  • 401(k) plan with company match
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