Cost Segregation Practice Leader

Withum; San Ramon (CA); Hybrid; USD 130,000 - 170,000; Full time

Benefits offered by this job

Bonus program

Benefits package

Job summary

Withum is seeking a Cost Segregation Manager to lead engagements across a wide range of real estate assets, including residential and commercial properties. You will oversee project teams, serve as the primary client contact, and ensure compliance with IRS guidance while driving growth for the Cost Segregation practice.

You will mentor staff, collaborate with leadership, and pursue new client opportunities through industry networking and proposals.

Qualifications

• Bachelor's degree in Construction Management, Engineering, Accounting, Finance, Architecture, or related field.
• 8+ years of experience in cost segregation, construction consulting, engineering, real estate valuation, or related discipline.
• CPA, EA, CCSP, or other relevant 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 simultaneously.
• Experience supporting business development efforts and generating new client opportunities.
• Knowledge of real estate valuation and appraisal methodologies.
• Advanced proficiency with RS Means, Marshall & Swift, Planswift, or comparable estimating software.
• Excellent leadership, communication, and project management skills.
• Strong Microsoft Office skills, particularly Excel and data analysis tools.
• Ability to travel approximately 25% of the year.

Responsibilities

• Leading and managing a diverse portfolio of cost segregation engagements for commercial, residential, and specialty real estate assets.
• Serving as the primary client contact and trusted advisor throughout the engagement lifecycle.
• Reviewing and approving technical analyses, engineering reports, and final deliverables to ensure IRS compliance and firm quality.
• Overseeing site inspections, cost analyses, and asset classifications performed by engagement teams.
• Driving practice growth through business development activities and cultivating referral sources.
• Providing technical guidance and mentorship to supervisors, senior associates, and associates.
• Managing client relationships and identifying opportunities for additional advisory services.
• Collaborating with partners and leadership on business development and practice growth initiatives.
• 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 impacting cost segregation services.
• Supporting recruiting, training, and career development within the practice.

Skills

Cost segregation

Leadership

Client relationships

Business development

Mentorship

Project management

Budget management

IRS guidance

Education

Bachelor's degree

CPA/EA/CCSP (plus)

Tools

RS Means

Marshall & Swift

Planswift

Job description

Withum is seeking a Cost Segregation Manager to lead engagements across a wide range of real estate assets, including residential and commercial properties. You will oversee project teams, serve as the primary client contact, and ensure compliance with IRS guidance while driving growth for the Cost Segregation practice.

You will mentor staff, collaborate with leadership, and pursue new client opportunities through industry networking and proposals.