BGM Group

Manager

• Manage and perform the full lifecycle of cost segregation studies
• Analyze fixed asset data, construction documents, and engineering reports to identify reclassifiable property
• Apply appropriate cost segregation methodologies and depreciation lives under MACRS
• Research and interpret applicable tax law, IRS guidance, audit techniques guides, and court cases
• Prepare detailed workpapers and documentation supporting cost segregation conclusions
• Quantify depreciation benefits and explain tax implications to clients and internal tax teams
• Collaborate with internal tax professionals to ensure proper integration into tax returns and planning strategies
• Review and maintain technical accuracy of cost segregation calculations and supporting schedules
• Assist with responses to IRS or state tax authority inquiries related to cost segregation studies, when requested
• Monitor legislative and regulatory developments impacting depreciation and cost recovery
• Develop and refine templates, processes, and internal documentation to improve consistency and efficiency
• Maintain strong client relationships through clear communication and reliable delivery

Manager, Cost Segregation

• Perform detailed technical and financial analysis to determine eligibility for federal and state R&D tax credits
• Evaluate qualified research activities, qualified research expenses (QREs), and applicable methodologies
• Analyze and document technical uncertainties, business components, and nexus to permitted purpose
• Review and interpret IRC §41, Treasury Regulations, IRS guidance, and relevant case law
• Assess risks and support positions taken on R&D claims with defensible technical documentation
• Prepare and review R&D tax credit calculations, forms, and supporting schedules
• Draft clear, well-supported technical memoranda and client-facing reports
• Collaborate with client personnel to gather documentation, conduct interviews, and understand development activities
• Coordinate with internal tax teams to ensure proper integration of R&D credits into income tax returns and provisions
• Respond to IRS and state tax authority inquiries related to R&D claims, including audits when requested
• Maintain current knowledge of legislative, regulatory, and procedural changes impacting R&D credits
• Develop and refine templates, workpapers, and internal processes to improve consistency and quality
• Deliver timely, accurate work that meets professional standards and client expectations

Manager, Cost Segregation

R&D Tax Manager