Cost Segregation Lead & Client Advisory Expert

Withum; Buffalo (NY); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

Competitive benefits package

Bonus program

Job summary

Withum is seeking a Cost Segregation Manager to lead engagements across a broad portfolio and mentor teams. The role is hybrid, with a 3-day in-office expectation in multiple U.S. locations.

The manager will serve as the primary client contact, review analyses for IRS compliance, and collaborate with leadership to expand services. Strong leadership and technical knowledge are essential for success.

Qualifications

• Bachelor's degree is required or equivalent in a related field.
• 8+ years of experience in cost segregation, construction consulting, engineering, real estate valuation, or related discipline.
• CPA, EA, CCSP or other certification is a plus.
• Significant experience leading cost segregation engagements and advising clients on depreciation strategies.
• Advanced knowledge of IRS cost segregation guidance, depreciation regulations, court cases, and revenue rulings.
• Strong understanding of construction methodologies, engineering concepts, and property cost analysis.
• Demonstrated success managing client relationships, engagement teams, and multiple projects.
• Experience supporting business development and generating new client opportunities.
• Knowledge of real estate valuation and appraisal methodologies.
• Proficiency with RS Means, Marshall & Swift, Planswift or similar estimating software.
• Excellent leadership, communication, and project management skills.
• Strong Excel and data analysis skills.

Responsibilities

• Leading and managing a diverse portfolio of cost segregation engagements for various asset types.
• Serving as the primary client contact and trusted advisor throughout engagements.
• Reviewing and approving technical analyses, engineering reports, and final deliverables for IRS and quality compliance.
• Overseeing site inspections, cost analyses, and asset classifications by engagement teams.
• Driving practice growth through business development, referrals, and client relationship expansion.
• Providing technical guidance and mentorship to supervisors, senior associates, and associates.
• Managing client relationships and opportunities for additional advisory services.
• Collaborating with partners and leadership on business development and practice growth.
• Participating in client presentations, networking events, webinars, and thought leadership.
• Managing engagement economics, budgets, staffing, and resource allocation.
• Monitoring industry trends, tax law developments, and IRS guidance relevant to cost segregation.
• Supporting recruiting, training, and career development within the practice.

Skills

Leadership

Project management

Client relationship management

Communication

Excel

Data analysis

Business development

Travel ability

Education

Bachelor's degree in Construction Management, Engineering, Accounting, Finance, Architecture, or related field

Tools

RS Means

Marshall & Swift

Planswift

Job description

Withum is seeking a Cost Segregation Manager to lead engagements across a broad portfolio and mentor teams. The role is hybrid, with a 3-day in-office expectation in multiple U.S. locations.

The manager will serve as the primary client contact, review analyses for IRS compliance, and collaborate with leadership to expand services. Strong leadership and technical knowledge are essential for success.