Cost Segregation Analyst — Real Estate Tax Strategy (Hybrid)

Withum; San Ramon (CA); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Bonus program

Competitive benefits package

Job summary

Withum is seeking a Cost Segregation Associate to join our Forensic & Valuation Services team. The role can be based in multiple U.S. offices and requires a hybrid schedule with three in-office days per week.

You will work with tax professionals, engineers and real estate specialists to deliver value-added solutions across industries, developing specialized expertise in engineering-based cost segregation.

Qualifications

• Bachelor's degree in Accounting, Finance, Engineering, Construction Management, Architecture, Real Estate, or a related field.
• 1-3 years of experience in public accounting, taxation, engineering consulting, construction, valuation, real estate, or a related field.
• Pursuit of CPA, EA, CCSP, or other relevant professional certification is a plus.
• Strong interest in real estate, tax consulting, and fixed asset analysis.
• Basic understanding of depreciation concepts and tax principles preferred.

Responsibilities

• Assist in preparing cost segregation studies for various real estate properties.
• Review construction cost documentation, depreciation schedules, invoices, fixed asset records, and supporting docs.
• Analyze building components and asset classifications under tax guidance and depreciation rules.
• Assist with site visits and document building systems and assets.
• Prepare workpapers, calculations, and schedules for cost segregation reports.
• Research federal tax regulations, depreciation methodologies, and fixed asset guidance.
• Support senior team with data gathering, project execution, and report prep.
• Coordinate with clients to obtain information to complete engagements.
• Maintain engagement files and ensure accuracy and timeliness of work.
• Learn cost segregation methodologies, engineering-based allocation techniques, and industry best practices.
• Stay current on tax law developments and industry trends.

Skills

Analytical skills

Communication skills

Detail-oriented

Multitasking

Education

Bachelor's degree in related field

Tools

Microsoft Excel

Microsoft Office Suite

Job description

Withum is seeking a Cost Segregation Associate to join our Forensic & Valuation Services team. The role can be based in multiple U.S. offices and requires a hybrid schedule with three in-office days per week.

You will work with tax professionals, engineers and real estate specialists to deliver value-added solutions across industries, developing specialized expertise in engineering-based cost segregation.