Jobs at Engineered Tax Services Inc.

Coordinate Cost Segregation projects from intake to completion: track progress, manage documentation and communications, lead kickoff meetings, resolve issues, collaborate with sales/engineering/operations, monitor metrics, recommend pricing adjustments within authority, and support process improvements to ensure timely, profitable, and high-quality client outcomes.

Support cost segregation, R&D, energy, sales, and finance teams by gathering and reviewing real estate and construction data, validating project scope, estimating tax deductions, and preparing Benefit Analyses and Letters of Engagement. Ensure pricing accuracy, meet 24-hour turnaround expectations when feasible, collaborate with engineers and analysts, and contribute to process improvements and training.

Prepare benefit analyses and pricing for cost segregation projects by reviewing construction, real estate, and tax documentation. Confirm scope, identify gaps, estimate tax deductions, deliver timely BAs (24-hour target), consult engineers as needed, and improve workflows across Sales, Finance, and Engineering.

Provide administrative support to the Sales Director and team: maintain calendars, place outbound calls, schedule meetings, manage CRM records (Zoho/ABLE), research prospects, track projects and association activities, and follow ETS/TGP processes to support business development.

Support preparation and review of tax deliverables (including Form 3115), coordinate project timelines, perform basic tax research and data validation, assist internal teams and outsourced vendors, maintain documentation and client communications, and contribute to quality control and process improvements.

Provide entry-level support for tax compliance and cost segregation projects, assisting with Form 3115 preparation, document collection and review, project tracking, basic reporting, client communications, and administrative process support while learning tax compliance workflows.

The Client Development Director is responsible for driving revenue growth through new business opportunities for engineered tax solutions, using a consultative sales approach to educate clients and build relationships with CPAs and advisors.

The Senior R&D Associate executes R&D tax credit studies by leading client interviews, preparing credit calculations, drafting reports, and conducting technical research, while mentoring Associates.

The R&D Associate supports R&D tax credit studies, coordinating data collection, client communication, and documentation under the guidance of Project Managers in a multi-disciplinary team.

The R&D Project Manager leads multi-disciplinary teams in R&D tax credit consulting, managing client interactions, workflow, project reporting, and compliance with tax laws.