Senior Associate - Tax Credits & Incentives Advisory:
- Join a quickly growing group generating over $20 million in annual revenue for **Members Only**'s Strategic Tax Advisory practice.
- Work remotely within the United States and have the opportunity to choose from various locations such as Los Angeles, CA; Fort Lauderdale, FL; Boston, MA; Nashville, TN; Austin, TX; and more.
- Develop the vision, strategies, and action plans to grow the TCIA Practice at **Members Only**.
- Utilize your knowledge of IRS code sections, court cases, and other tax citations related to cost segregation, as well as an understanding of construction design and processes to determine appropriate tax lives for building assets.
- Collaborate with partners and directors to provide credits and incentive offerings to clients.
- Manage multiple engagements and competing projects in a fast-paced, results-based team environment.
- Have the opportunity to participate in strategic planning initiatives and demonstrate strong project management and organizational skills.
- Receive competitive compensation and benefits, including annual bonuses, medical, dental, and vision care, retirement plans, and more.
- Join a firm that values integrity, excellence, and mutual respect, and fosters a collaborative and supportive environment.
- Be a part of **Members Only**, one of the largest assurance, tax, and advisory firms in the US, serving clients in all 50 states and internationally.
Job Title: Senior Associate - Tax Credits & Incentives Advisory
H1: Senior Associate - Tax Credits & Incentives Advisory at **Members Only**
H2: Join a Growing Group at **Members Only** as a Senior Associate in Tax Credits & Incentives Advisory
Bold Headline: Grow Your Career as a Senior Associate in Tax Credits & Incentives Advisory at **Members Only**
The Role:
As a Senior Associate in the Strategic Tax Advisory practice at **Members Only**, you will play a crucial role in developing the vision, strategies, and action plans to grow the firm's Tax Credits & Incentives Advisory (TCIA) practice. You will have the opportunity to work remotely within the United States and choose from various locations, including Los Angeles, CA; Fort Lauderdale, FL; Boston, MA; Nashville, TN; Austin, TX; and more. This role requires a minimum of two years of experience in public accounting and a strong understanding of IRS code sections, court cases, and other tax citations related to cost segregation. Additionally, a working knowledge of construction design and processes, as well as depreciation, is necessary to determine appropriate tax lives for building assets in accordance with IRS standards.
Your Day-to-Day:
- Develop the vision, strategies, and action plans to grow **Members Only**'s TCIA Practice.
- Collaborate with partners and directors to provide credits and incentive offerings to clients.
- Manage multiple engagements and competing projects in a fast-paced, results-based team environment.
- Utilize your knowledge of IRS code sections, court cases, and other tax citations related to cost segregation to provide valuable insights to clients.
- Analyze construction general ledgers, contractor payment applications, and other cost/financial documentation, and reconcile the information to various accounting records.
- Prepare schedules that support findings in accordance with IRS standards.
- Meet client expectations by adhering to pre-established deadlines.
- Collect construction field data on buildings through measuring and producing detailed notes acceptable for costing and audit purposes.
- Work closely with engineers and modelers to provide valuable insights to clients.
- Collaborate with other leaders in TCIA to discuss R&D, ERC, Energy, and other incentive opportunities for clients.
- Conduct site inspections of properties to take detailed measurements of various components for IRS audit substantiation purposes.
- Review fixed asset registers to assess whether any fixed assets may be reclassified through a method change to a more appropriate tax recovery period.
Ideal Qualifications:
- Bachelor's degree in accounting, finance, engineering, technology, or related field.
- A CPA, MST, MAcc, LLM, or JD is required for Manager, Senior Manager, and Director positions.
- Minimum of two years of experience in federal tax compliance or tax consulting services.
- Experience with costing models utilizing excel pivot tables.
- Strong project management and organizational skills.
- Knowledge of real estate appraisals and valuations.
- A working knowledge of software tools such as Segstream and blueprint reading/estimating software.
- Excellent Microsoft Office skills - Excel, Word, Outlook, etc.
- Desire to participate in strategic planning initiatives.
Responsibilities:
- Report to the leader of the TCIA practice as well as other Partners and Directors who make up an integrated team providing credits and incentive offerings to clients.
- Work with new clients and core tax and audit partners to articulate the value of a Cost Segregation Analysis.
- Analyze construction general ledgers, contractor payment applications, and other cost/financial documentation, and reconcile the information to various accounting records.
- Prepare schedules that support findings in accordance with IRS standards.
- Meet client expectations by adhering to pre-established deadlines.
- Collect construction field data on buildings through measuring and producing detailed notes acceptable for costing and audit purposes.
- Cost all components of architectural, site, mechanical and electrical construction utilizing pricing manuals as well as industry accepted techniques and methods.
- Work closely with engineers and modelers to provide valuable insights to clients.
- Work closely with other leaders in TCIA to discuss R&D, ERC, Energy, and other incentive opportunities for clients.
- Conduct site inspections of properties to take detailed measurements of various components for IRS audit substantiation purposes.
- Understand the value of managing a taxpayer's fixed assets.
- Review fixed asset registers to assess whether any fixed assets may be reclassified through a method change to a more appropriate
