Walkthrough Specialist

CSA Partners; Lindon (UT); On-site; USD 27,552 - 30,307; Full time

Benefits offered by this job

Competitive compensation

Bonus opportunity

Health insurance benefits

Life Insurance

Short and Long-term Disability

Paid Time Off

Paid Holidays

401(k) plan with company match

Job summary

A leading tax services firm in Lindon, UT is seeking a Walkthrough Specialist to perform detailed real estate inspections. The role includes using proprietary software for property assessments, documentation of findings, and conducting both virtual and in-person inspections. Ideal candidates must have a High School diploma, excellent communication skills, and attention to detail. Competitive compensation and benefits are offered, along with a collaborative team environment.

Qualifications

• Required to have a High School diploma, GED, or equivalent.
• Dynamic and adaptable in a fast-changing environment.
• Possess excellent verbal and written communication skills.
• Ability to multitask effectively while adhering to deadlines.
• High attention to detail is critical.

Responsibilities

• Conduct detailed real estate inspections and document findings.
• Use proprietary software to measure and assess properties.
• Create documentation to support findings from inspections.
• Perform virtual and in-person inspections.
• Complete engineering or cost estimating based on findings.

Skills

Detail-oriented

Excellent communication skills

Organizational skills

Proficiency with Microsoft Office

Ability to manage multiple projects

Education

High School diploma, GED, or equivalent

Bachelor's degree in Accounting, Finance, Business, or related field

Tools

Microsoft Office

SiteWize

Job description

Base pay range

$20.00/hr - $22.00/hr

CSA Partners specializes in providing qualified cost segregation studies and energy tax credit services to individual and corporate taxpayers. Through a cost segregation study, CSA identifies and reclassifies personal property from real property to accelerate the depreciation expense available to a real estate investor. CSA tailors its services to CPAs and other real estate and wealth advisors. Through its highly tech-enabled processes and talented employees, CSA has earned a reputation for quality, accuracy, and timeliness while maximizing tax savings for its clients.

THE POSITION

The primary role of the Walkthrough Specialist is to conduct detailed real estate inspections to identify, measure, and document the various components of a property. Using our proprietary site inspection platform, you will classify and record property information while meeting with clients either virtually via Microsoft Teams or in person on site. The platform also provides tools for capturing exterior improvement measurements through our proprietary aerial imagery technology.

The ideal candidate is highly detail-oriented, thorough, and thrives in a collaborative team environment. Precision is essential in this role, and we take great pride in the quality and accuracy of our work. The role is located onsite in Lindon, UT.

What you will do

• Create and consolidate client-provided and internally sourced documentation to produce work papers, which are used to support and defend our inputs and findings.
• Conduct virtual exterior inspections of various real estate properties, including residential rentals, warehouses, office buildings, and apartment complexes.
• Use SiteWize, our proprietary aerial measurement software, to measure and assess multiple properties each day.
• Reference internal resources to accurately classify exterior improvements such as sidewalks, asphalt, curbs and gutters, grass, bushes, and trees.
• Complete the initial version of engineering or cost estimating based on inspection findings.
• Perform other related duties as assigned

What you bring

• High School diploma, GED, or equivalent required
• Dynamic, people-oriented personality able to quickly adjust in a fast-changing environment
• Excellent communication skills, both verbal and written
• Detail-oriented and excellent organizational and multitasking skills
• Proficiency with computers
• Proficiency with Microsoft Office apps (Excel, Word, SharePoint)
• Ability to manage multiple projects at the same time
• Ability to work towards regular deadlines
• High attention to detail

Nice to have

• Bachelor's degree in Accounting, Finance, Business, Construction Management, or related field
• Building construction knowledge
• Familiarity with real estate concepts
• Experience in accounting, depreciation, fixed asset management

What we provide

• Competitive compensation
• Bonus opportunity
• Health insurance benefits
• Life Insurance
• Short and Long-term Disability
• Paid Time Off
• Paid Holidays
• 401(k) plan with company match

Disclaimer: This job description is intended to convey information essential to understanding the scope of the position and it is not intended to be an exhaustive list of experience, skills, efforts, duties, responsibilities, or working conditions associated with the position.

Cost Segregation Authority is an Equal Opportunity Employer.

Seniority level

Entry level

Employment type

Full-time

Job function

Customer Service