COST SEGREGATION PROJECT MANAGER
About Tax Point Advisors
Tax Point Advisors, a specialty tax consulting firm founded in 2009, is committed to assisting businesses to claim valuable tax credits and incentives. We partner with CPA firms and their clients, across a diverse set of industries, to deliver technically expert studies, in areas such as Research & Development tax credits, cost segregation, energy efficiency tax incentives, and more.
We are a virtual office organization, with staff located across the United States. Our culture emphasizes partnership, transparency, and superlative client service. At Tax Point Advisors, we value professionals who are committed to high standards, and continuous learning.
About the role
As a Cost Segregation Project Manager at Tax Point Advisors, you will be part of a dynamic, fast-paced team of experienced professionals. In this role, you'll lead and execute cost segregation studies by conducting site visits, analyzing architectural drawings, developing detailed asset schedules, determining tax treatment of building components, calculating depreciation, and preparing comprehensive reports.
Key Responsibilities
• Manage multiple cost segregation projects simultaneously with efficiency and accuracy
• Conduct site visits and inspections of subject properties
• Review and analyze architectural and construction documents
• Develop asset schedules and determine appropriate tax treatment in accordance with IRS guidelines
• Communicate project status and findings with both internal team members and external stakeholders
• Prepare and present detailed cost segregation reports to clients
• Ensure all work adheres to the highest professional standards and client confidentiality
• Deliver high-quality client service that meets or exceeds expectations
Required Skills & Qualifications
• Minimum 3-5 years of experience performing cost segregation studies.
• Strong understanding of federal tax depreciation rules and IRS cost recovery regulations.
• Excellent analytical and problem-solving abilities with high attention to detail
• Clear and professional written and verbal communication skills
• Strong organizational and time management skills; ability to prioritize and manage multiple projects
• Willingness and ability to travel up to 25-30% for client site visits
• Proficiency in Microsoft Office (Excel, Word, Outlook)
• Bachelor's degree in Construction Management, Engineering, Accounting, or a related field
Ready to Join Us?
If you're passionate about leveraging your technical expertise to help businesses thrive-and want to do so in a flexible, fully remote environment, we'd love to connect. We offer an attractive benefits package, with company health insurance, dental insurance, and PTO. Apply today and take the next step in your career with Tax Point Advisors.
R&D TAX CREDIT PROJECT MANAGER
Now in our sixteenth year, Tax Point Advisors, the nation’s premier provider of R&D tax credit study services, is adding to our growing team of dedicated professionals who are passionate about our client and CPA relationships. We are in search of a CPA with a current/active license, or an Enrolled Agent, with a minimum of five years of tax and accounting experience (tax experience is mandatory), to join our team as an R&D Tax Credit Project Manager. This position, reporting to our Senior Vice President, Tax Controversy Services and Quality Control, will manage the delivery of our range of R&D tax credit study services to clients across the U.S. The role requires a strong tax and accounting background, exemplary leadership skills, and exceptional relationship skills with clients, CPAs, and all external and internal constituents.
Start Date: by May 1, 2025
Location: this is a remote position, with strong preference for a New-England-based hire. Travel to other states is required periodically.
Requirements: current (active) CPA license or EA required. Project Manager will be required to maintain licensure going forward. At least five years of tax and accounting experience.
Compensation: salary plus benefits.
Additional Qualifications:
Excellent communication and interpersonal skills
Strong computer/software skills, including Excel/MS Office
Ability to work remotely while also working as part of a cohesive team
Exceptional attention to detail
Proven track record understanding and working with complex tax matters
BUSINESS DEVELOPMENT DIRECTOR
Tax Point Advisors is currently searching for business development directors throughout the U.S., with particular emphasis on Michigan. We are currently working with clients and CPA firms on a nationwide basis, and we have a fantastic regional and national reputation. If you have high standards when it comes to ethics, integrity, and client service, we would love to hear from you.
Desired Qualifications
An accounting degree or equivalent is preferred, as is experience with professional sales and client service. The position also requires a strong understanding of federal and state taxes. The ideal candidate is a self-starter and is self-motivated and willing to travel when necessary. Attention to detail, strong interpersonal skills, and discipline with regard to time management are a must.
Responsibilities
Job responsibilities of the Business Development Director will include building strong relationships with local and regional CPAs / accounting firms and their clients, and helping to establish Tax Point Advisors as the pre-eminent provider of specialty tax services in America. If the above profile sounds like you, please contact us immediately by filling out the form below.
