Tax Associate Jobs in the United States

Job Summary:

The Cost Segregation Associate supports the delivery of fixed asset advisory services, including construction cost segregation, fixed asset depreciation consulting, and repairs and maintenance analyses. This position prepares client deliverables, performs tax and technical research, analyzes property and construction information, and maintains supporting documentation under the direction of senior team members. The role supports client engagements involving new construction, renovations, acquisitions, and other capital investments while contributing to project management, client service, business development, and professional development activities.

Job Duties:

• Prepares cost segregation reports, fixed asset schedules, depreciation calculations, and related client deliverables
• Collects, reviews, and organizes client financial data, construction documents, property records, and asset information
• Applies industry standards, firm policies, and BDO Tax Quality Manual requirements to assigned projects
• Performs research involving the Internal Revenue Code, Treasury Regulations, Revenue Procedures, Tax Court decisions, and other tax authorities
• Identifies technical issues requiring additional research and summarizes research findings for team review
• Analyzes building components, personal property, land improvements, and construction costs under supervision
• Reviews blueprints, project specifications, invoices, fixed asset records, and other supporting documents
• Communicates data gaps, technical issues, and project status updates to team members and management
• Supports client relationship management and communicates project requirements, timelines, and information requests
• Participates in client meetings, property tours, presentations, and internal project discussions
• Provides support for client recommendations involving depreciation, cost recovery, and fixed asset tax treatment
• Coordinates with tax, accounting, engineering, and other service teams to support timely completion of deliverables
• Manages assigned tasks across multiple projects while meeting established deadlines
• Supports proposals, presentations, marketing activities, networking activities, and business development initiatives
• Develops technical knowledge of cost segregation, fixed asset depreciation, construction methods, and applicable tax authorities
• Travels periodically for client meetings, property inspections, training, and team activities
• Other duties as required

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree in Accounting, Finance, Engineering, Construction Management, Real Estate, or Economics, required

Experience:

• Accounting, tax, construction, real estate, or fixed asset advisory internship experience, required
• Experience preparing client deliverables, financial analyses, research memoranda, or technical reports, required
• Leadership experience in an academic, professional, or community setting, required
• One year of accounting, tax, client service, construction, cost estimation, engineering, or fixed asset analysis experience, preferred

License/Certifications:

• Progress toward Certified Public Accountant licensure, preferred
• Enrolled Agent certification, preferred
• Professional certification in engineering, drafting, construction, or real estate, preferred

Software:

• Proficiency with Microsoft Excel, Word, and Outlook, required
• Experience with Microsoft Teams and SharePoint, preferred
• Experience with fixed asset accounting, property management, construction management, or depreciation software, preferred
• Experience with blueprint viewing, computer-aided design, or construction estimating software, preferred

Other Knowledge, Skills & Abilities:

• Knowledge of cost segregation and fixed asset depreciation concepts
• Knowledge of construction methods, building systems, and construction terminology
• Ability to read and interpret blueprints, project specifications, invoices, and construction documents
• Familiarity with industry reference manuals, including R.S. Means and Marshall Valuation
• Knowledge of federal tax authorities governing depreciation and capital asset classification
• Strong written and verbal communication skills
• Strong analytical and technical research skills
• Ability to organize detailed financial, property, and project information
• Ability to manage multiple assignments while meeting project deadlines
• Ability to work independently and collaboratively within a client service team
• Ability to interact professionally with clients, team members, and employees at all organizational levels
• Strong initiative and interest in developing the Fixed Asset Advisory Services practice
• Ability to build and maintain professional networks
• Willingness to travel periodically