Source Advisors · 2 weeks ago
Cost Segregation Project Manager/Engineer
United States
Full-time
Remote
Entry, Mid Level
2+ years expSource Advisors is a specialized tax consulting firm focused on maximizing government-sponsored tax credits and incentives for CPA firms and their clients. The Cost Segregation Project Manager/Engineer is responsible for conducting and delivering high-quality cost segregation studies, collaborating with teams and clients to ensure accurate project execution.
AccountingFinancial ServicesTax Consulting
Responsibilities
Construct and deliver cost segregation reports, ensuring they meet company standards
Conduct preliminary research, review project files, and confirm signed engagement agreements
Perform on-site reviews (OSRs) by gathering field notes, taking photographs, and documenting assets
Analyze and classify building utility systems in compliance with IRS MACRS classification
Utilize engineering and cost estimation tools to determine asset values
Input data into financial models and generate reports
Ensure all reports include necessary supporting documentation such as depreciation schedules, property descriptions, and financial reconciliations
Maintain organized work papers and documentation of all progress
Respond to emails, calls, and messages within 24 hours
Proactively communicate with Team Leads, Directors, and Project Coordinators regarding project status, scheduling, and any issues encountered
Collaborate with the Project Coordinator to obtain necessary client information for scheduling on-site reviews
Maintain professionalism in all client and internal interactions
Provide project updates to relevant stakeholders, ensuring clarity on potential delays or required revisions
Deliver reports that align with the scope as stated in the engagement letter, and document any discrepancies
Confirm project basis with the client and maintain proper documentation, including settlement statements and depreciation schedules
Address and incorporate feedback from reviewers within two business days
Attend team meetings, training sessions, and company-wide calls, ensuring alignment with organizational goals
Strive to meet or exceed monthly revenue goals and maintain individual project projections
Ensure draft reports are delivered on schedule, with necessary documentation and analysis
Monitor and adjust scheduled draft dates within our internal platform, keeping internal records up to date
Qualification
Required
Bachelor's degree in Engineering, Architecture, Accounting, or a related field
2-3 years relevant experience in cost segregation, construction, or a similar industry
Strong analytical and problem-solving abilities
Proficiency in Microsoft Office Suite, particularly Excel and Word
Ability to interpret architectural and engineering plans
Knowledge of industry-standard cost estimation tools
Effective communication and teamwork skills
Detail-oriented with the ability to multitask
Company
Source Advisors
Source Advisors is a specialized tax consulting firm providing R&D Tax Credit, Energy Efficiency, and LIFO inventory solutions.
51-200 employees
H1B Sponsorship
Source Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
unknown2022-04-07Acquired
Leadership Team
Chris Henderson
Chief Executive Officer
Eric Steele
Chief Revenue Officer
Recent News
NH Business Review
2025-04-26
Company data provided by crunchbase