Hybrid Cost Segregation Associate

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

Job summary

Withum seeks a Cost Segregation Associate to join our Forensic & Valuation Services team. This in-office role can be based in any U.S. office location and follows a hybrid schedule with three days in the office per week.

You will work with tax professionals, engineers, and real estate specialists to deliver cost segregation studies across diverse real estate assets, helping clients maximize tax savings through engineering-based analyses.

Qualifications

• Bachelor's degree in a related field.
• 1-3 years of experience in public accounting, taxation, engineering consulting, construction, valuation, real estate, or 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.
• Proficiency in depreciation concepts and tax principles preferred.
• Strong analytical, problem-solving and quantitative skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple assignments and meet deadlines in a fast-paced environment.

Responsibilities

• Assisting in the preparation of cost segregation studies for newly acquired, constructed, renovated, and existing real estate properties.
• Reviewing construction cost documentation, depreciation schedules, invoices, fixed asset records, and other supporting documentation.
• Analyzing building components and asset classifications under applicable tax guidance and depreciation rules.
• Assisting with property site visits and documenting building systems, land improvements, and specialized assets.
• Preparing workpapers, calculations, and supporting schedules for cost segregation reports.
• Researching federal tax regulations, depreciation methodologies, and fixed asset guidance.
• Supporting senior team members with data gathering, project execution, and report preparation.
• Coordinating with clients to obtain information necessary to complete engagements.
• Maintaining engagement files and ensuring work is completed accurately and timely.
• Learning cost segregation methodologies, engineering-based allocation techniques, and industry best practices.
• Staying current on tax law developments and industry trends impacting fixed assets and real estate taxation.

Skills

Analytical skills

Problem-solving

Quantitative skills

Communication skills

Attention to detail

Time management

Education

Bachelor's degree in Accounting / Finance / Engineering / Construction Management / Architecture / Real Estate or related field

Tools

Microsoft Excel

Microsoft Office Suite

Job description

Withum seeks a Cost Segregation Associate to join our Forensic & Valuation Services team. This in-office role can be based in any U.S. office location and follows a hybrid schedule with three days in the office per week.

You will work with tax professionals, engineers, and real estate specialists to deliver cost segregation studies across diverse real estate assets, helping clients maximize tax savings through engineering-based analyses.