Tax Associate, Fixed Asset Advisory Services - Winter 2027 (Multiple Locations)

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

Skills
Excel, Project Management, Business Development, Accounting, Documentation