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Cost Segregation/Senior Associate

Overview

The cost segregation associate/senior associate position at Mariner Wealth Advisors is the ideal role for a professional looking to join a national advisory firm that Barron’s has ranked as a Top Five RIA for the last five years. As a cost segregation associate/senior associate, you will help our clients as you develop compliant and comprehensive cost segregation studies that increase tax benefits.

Responsibilities

• Effectively communicate with CPAs and clients to understand goals and needs• Review and analyze all available construction or acquisition documentation for a respective project• Examine any available construction drawings, floorplans, and project specifications to identify and properly classify all depreciable assets• Conduct on-site inspections to notate and document the nature and use of all depreciable property• Prepare detailed schedules & reports summarizing and supporting the results of our depreciation analysis

Qualifications

• Bachelor’s degree with a focus in accounting, business, construction management, or engineering • 1-5 years tax practice experience in a traditional public accounting or similar environment• CPA or similar experience with cost segregation, job costing, or similar experience• Engineer with cost segregation, energy credit or similar experience

Skills and Knowledge:

• Proficiency in Microsoft Office including Word, Outlook, and Excel• Familiarity with tax software programs• Positive attitude toward client relations to provide exceptional, proactive client service• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail• Highly organized with strong analytical skills, creative problem solving and strong research capabilities• Ability to work on a team while maintaining a high level of responsibility and accountability to individual projects and tasks• Able to manage conflicting priorities, deadline-based tasks and simultaneous projects• Clear communicator with strong interpersonal writing & presentation skills

Mariner Wealth Advisors is a top-ranked, national wealth advisory firm with locations across the United States. Our mission to put our clients’ interests first drives everything we do.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V

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*Barron’s awarded the 2021 and 2020 #5, 2019 #4 and 2018 #3 Top RIA Firms rankings to Mariner Wealth Advisors based on data compiled for Mariner Wealth Advisors and the 2017 #2 and 2016 #1 rankings to Mariner Holdings based upon data compiled for Mariner Holdings’ registered investment adviser subsidiaries. The number of firms included in the rankings were: 20 (2016), 30 (2017), 40 (2018), 50 (2019) and 100 (2020 and 2021). Barron’s publishes rankings based upon a number of criteria and the firms’ filings with the SEC were used to cross-check the data provided. The listing includes numbers of clients, employees, advisors, offices and state locations. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information visit www.barrons.com.

Job Type
Full Time
Salary
N/A
Experience
N/A
Posted
61 days ago

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