Project Manager-Energy Team

 

Job Title: Project Manager-Energy Team

Summary:

  • Perform and review energy modeling using DOE approved software’s: eQuest and TRACE 700.
  • Review the architectural, mechanical, electrical, plumbing, safety plans and specifications;
  • Manage project life cycle and coordinate with the energy modelers and the management team;
  • Perform ASHRAE Level I and II site audits to verify energy efficiency components such as LED Lighting, Energy Management Systems (EMS), VFD pumps, heating plant (i.e. boilers, how water heaters), cooling plant (i.e. chillers, cooling towers, etc.) and HVAC units (i.e. AC, PTAC, AHU, RTU units, etc.) as noted on the design documents;
  • Create building certification reports for Section 179D of the Energy Policy Act and LEED submissions;
  • Researching energy efficiency programs and incentives that add value to our clients.

Account Manager-Production

Job Title: Account Manager-Production

FLSA Status: Exempt

Location: Fort Worth Texas

Summary: Are you driven to exceed client expectations? If so, Source Advisors is looking to hire an experienced Account Manager to provide superior customer assistance and support from our Fort Worth office. This position demands exceptional customer service, excellent verbal and written communication skills, and the ability to understand, explain and support the company’s services. The ideal candidate works well under pressure with tight deadlines during our busy season January through March. The position will be in the Ft. Worth office for the first 2 years, then possibility of working from home during the off season (April -October).


Duties and Responsibilities
include the following. Other duties may be assigned.

  • Manage and develop strong client relationships with multiple clients
  • Act as a liaison between various departments to fulfill the needs and expectations of our clients
  • Responsible for understanding and education of all offerings and services
  • Responsible for generating estimates and proposals for company projects
  • Service incoming client calls & emails regarding completion times, billing, and explanation of services performed
  • Send emails and make calls to clients in an effort to obtain additional information necessary to fulfill clients’ service agreements and ensure that client issues are dealt with in an appropriate and timely fashion
  • Provide technical software support to clients and learn various software programs
  • Testing of new proprietary software prior to client release
  • Resolution of outstanding Accounts Receivable issues – outstanding invoices, unpaid prepayments, and credit card discrepancies
  • Works closely with the production team to coordinate projects and promote teamwork

Qualifications:

  • Excellent communication and interpersonal skills
  • Detail oriented
  • Strong problem solver with the ability to think critically, gather data, analyze information and prepare reports
  • Able to multi-task to accomplish workload efficiently
  • Strong documentation skills and the organization of client information
  • Proficient utilizing Microsoft Office products such as Outlook, Word and Excel
  • Ability to self-manage

Language Ability:

Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

To perform this job successfully, an individual should have knowledge of MS Word, MS Excel and Salesforce.

Education/Experience:

Associate degree (A. A.) or equivalent from two-year college or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience.

Knowledge, Skills and Other Abilities:

  • Extremely detail oriented, while employing a high degree of organizational expertise.
    Outstanding oral and written communication skills.
  • Adept as multi-tasking: specifically, being able to handle multiple and varied projects at once.
  • Leadership qualities: including social, negotiation and problem-solving skills.
  • Proficient technical competence with basic data entry skills.
  • Motivated and goal oriented.
  • Strong time management skills.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands. The employee is frequently required to talk or hear. The employee is occasionally required to reach with hands and arms.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Account Manager-Direct-Southern CA

Job Title: Account Manager-Direct-Southern CA

Reports To: Regional Director

FLSA Status: Exempt

Summary: Supports the activities of the sales director by performing the following duties.


Duties and Responsibilities
include the following. Other duties may be assigned.

  • Responsible for generating estimates and proposals for company projects.
  • Ensures that client issues are dealt with in an appropriate and timely fashion.
  • Set up accounts and opportunities in SalesForce.
  • Note taking during client meetings and enter into SalesForce
  • Generate engagement letters with docusign and forward onto client.
  • Set up follow up tasks and manage activities within SalesForce
  • Participates in internal sales meetings.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

To perform this job successfully, an individual should have knowledge of MS Word, MS Excel, MS Powerpoint, MS Forms and Salesforce.

Education/Experience:

Associate or Bachelors degree or equivalent from two-year college or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience.

Knowledge, Skills and Other Abilities:

  • Extremely detail oriented, while employing a high degree of organizational expertise.
  • Outstanding oral and written communication skills.
  • Adept as multi-tasking: specifically, being able to handle multiple and varied projects at once.
  • Leadership qualities: including social, negotiation and problem-solving skills.
  • Proficient technical competence with basic data entry skills.
  • Motivated and goal oriented.
  • Strong time management skills.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands. The employee is frequently required to talk or hear. The employee is occasionally required to reach with hands and arms.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Marketing Specialist for the Sales Enablement Team

The Marketing Specialist for the Sales Enablement Team is a newly created position. The right candidate will be an integral part of our growth strategy, primarily focused on helping us expand our business nationwide. From your home office in the United States, you will work closely with our sales and technical teams to drive new and recurring revenue with clients. You will be responsible for supporting all aspects of our lead generation efforts. This includes managing inbound and outbound client communication via phone, email, text, etc., meeting setting, lead cultivation, lead distribution and lead tracking. The person in this role with be flexible, self motivated, innovative and enthusiastic about success. It is not necessary to have a background in financial services to succeed in this role.


Position Responsibilities include but are not limited to:

Inbound client communication:

  • Managing leads that are routed to the inbox.
  • Managing inbound calls.
  • Researching contacts to collect all necessary information to work the leads.
  • Assignment, tracking and follow up of leads.

Outbound calling:

  • Lead qualification
  • Lead cultivation
  • Meeting setting

Lead Distribution:

  • Assisting in all aspects of lead distribution which included but are not limited to: creating new Salesforce records, assigning leads to salespeople.
  • Tracking leads: All leads need to be recorded, tracked, and followed up on to ensure an excellent client experience.

Lead Generation:

  • Identifying leads through research

Qualifications & requirements:

  • Must have a strong work ethic, self-starter with high motivation and can thrive in a fast-paced environment.
  • Excellent written and verbal communication skills.
  • Organized with a strong attention to detail.
  • Working knowledge of Microsoft Office programs, specifically Outlook, Word, Excel and Powerpoint.
  • Four-year college degree in related field preferred.

The goal of this position is to help generate new business opportunitiesfor the company. Duties and tasks may change and evolve based on the needs of the company.

Manager, Business Development

Overview:

Source Advisors continues to be a leading resource of information and consulting services for the R&D Tax Credit, Cost Segregation, LIFO and Energy Efficiency Incentives. Their team of experienced CPA’s, attorneys, engineers, technology experts, and Big 4 professionals help companies save money and create cash flow to stimulate businesses and drive overall growth. Considered to be the experts in the legislation that governs these incentives and assist CPA firms and companies navigate the laws that continue to evolve and change.
Role Summary/Purpose:

Provides support to the organization’s client development team to ensure timely and consistent responses, estimates, proposals, project updates and follow ups. This is accomplished by participating in every aspect of the sales cycle, which is the main function of this role. The person in this role will bring value to the organization by providing the sales team with support and leverage.

Essential Responsibilities:

  • Responsible for developing and growing long-term relationships with clients
  • Educate clients and prospects in order to help them make the right decision for their businesses
  • Responsible for certain aspects of opportunities throughout the sales process
  • Work directly with internal technical teams to align project delivery with client needs and objectives
  • Track and organize client projects in order to meet time-sensitive deadlines
  • Drive revenue through increased efficiency and client communication
  • Resolve client issues and provide solutions in a timely manner

Desired Characteristics:

  • Bachelor’s degree in related field of study
  • Excellent skills in logistics management and information and computer technology
  • Strong creative ability
  • Strong communication skills in both written and verbal forms
  • Excellent attention to details and strong ability to produce high quality reports and presentations
  • Ability to focus on the designed end goals of the organization
  • Excellent skills in time management
  • Ability to beat deadlines and to also perform multiple tasks at the same time
  • Ability to work as team player
  • Strong drive towards fulfillment of company’s goals
  • Willingness to take calculated risks
  • High level of integrity and probity
  • Ability to relate freely with other members of staff, both up and down the ladder

Source Advisors offers an excellent compensation and benefits package including medical, dental, vision, life and AD&D insurances, long and short-term disability, vacation, sick time, 401(k), and Section 125 plan

R&D Quality & Review Team Admin

No R&D experience is required.

Characteristics that would ideal:
-Regimented, Thorough, Meticulous, Detail oriented
-Hard working
-Must be a team player
-Good communication skills
-Must have a good attitude (helpful personality)
-Organized
-Self-sufficient / self-starter
-Good with excel or overall good with technology (SS, Salesforce, Adobe PDFing, Word Docs, etc.)
-Previous office manger experience would be a bonus

This person will be responsible for the following:
-Reviewing and Assembling Reports
-Reviewing Calculations (QR Review)
-Calculation and Memo Rollover from Prior Year
-Onboarding clients
-Tasks related to the expedition of projects through the pipeline

Account Manager-Cost Segregation

Job Title: Account Manager-Cost Segregation

Reports To: Sr. Account Manager

FLSA Status: Exempt

Summary: Supports the activities of the sales staff by performing the following duties.


Duties and Responsibilities
include the following. Other duties may be assigned.

  1. Responsible for generating estimates and proposals for company projects.
  2. Ensures that client issues are dealt with in an appropriate and timely fashion.
  3. Works closely with the production team to coordinate projects and promote teamwork.
  4. Reviews and organizes portfolio management, which ensures that projects are completed professionally, from start to finish.
  5. Manages follow-up tasks after a project has been completed.
  6. Communicates with sales team, engineers, marketing assistants and the management team to maximize the success of client accounts, as well as company marketing objectives.
  7. Participates in marketing strategy meetings.
  8. Supports assigned sales team members in marketing activities.
  9. Attends weekly sales meetings, training sessions and regional/companywide meetings.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Language Ability:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.

Math Ability:

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

Reasoning Ability:

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Computer Skills:

To perform this job successfully, an individual should have knowledge of MS Word, MS Excel and Salesforce.

Education/Experience:

Associate degree (A. A.) or equivalent from two-year college or technical school; or two to four years related experience and/or training; or equivalent combination of education and experience.

Knowledge, Skills and Other Abilities:

Extremely detail oriented, while employing a high degree of organizational expertise.
Outstanding oral and written communication skills.
Adept as multi-tasking: specifically, being able to handle multiple and varied projects at once.
Leadership qualities: including social, negotiation and problem-solving skills.
Proficient technical competence with basic data entry skills.
Motivated and goal oriented.
Strong time management skills.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands. The employee is frequently required to talk or hear. The employee is occasionally required to reach with hands and arms.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Cost Segregation Project Manager

Job Title: Project Manager or Engineer

Reports To: Director of Technical Operations

FLSA Status: Exempt

Summary: Responsible for completing cost-segregation studies. Works with the senior management team, sales team, and any other contacts to proficiently complete reports and successfully deal with client accounts. Responsible for gathering data about client properties, and then uses the information and technical training to complete a multi-step assessment process that will efficiently complete the cost-segregation study by performing the following duties.

Education/Experience:

  • Four to eight years of relevant, cost segregation industry experience.
  • Relevant education may include Engineering, Architecture, Accounting, or similar. A Bachelor’s degree from a four-year accredited university is required.

Duties and Responsibilities include the following. Other duties may be assigned.

  1. Constructs cost segregation reports.
  2. Responsible for preliminary research.
  3. Reviews files.
  4. Confirms signed engagement and estimate of benefits.
  5. Reviews depreciation schedule.
  6. Determines point of contact for site visit.
  7. Responsible for scheduling site visit.
  8. Reviews production instructions from company’s intranet or salesperson.
  9. Confirms service dates and cost basis for projects.
  10. Reviews plans and invoices.
  11. Responsible for printing out necessary checklists and other engineering input tools.
  12. Responsible for site visitation.
  13. Meets with contact personnel and discusses any issues not resolved during preliminary phase.
  14. Completes walk through.
  15. Responsible for field notes and photo documenting of all relevant assets.
  16. Responsible for walking through all common areas and exterior shell, as well as walking through the outdoor site and documenting land improvements.
  17. Creates spreadsheets and documents.
  18. Inputs all building assets into filter spreadsheets.
  19. Writes up property descriptions and inserts photos in Microsoft Word template
  20. Uses Insight to generate reports and inserts in Microsoft Word template.
  21. Adjusts template to meet specific production instructions.
  22. Responsible for review process.
  23. Uploads Microsoft Word document, spreadsheet and photos to corporate server.
  24. Receives comments and reviews from management staff.
  25. Creates PDF upon completion and uses Insight to email to all that are indicated.
  26. Follows up with client to make sure that it is acceptable
  27. Attends staff meetings, technical meetings, training sessions and regional/company-wide meetings.
  28. Communicates with salesperson on all correspondence with client on assigned projects.
  29. Alerts salesperson of any issues with the project.
  30. Asks questions if data or information is not complete.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Office Suite. Proficiency in Microsoft Excel is required.

Equipment:

  • Engineering scales
  • Architecture scales
  • Electronic digitizers

Knowledge, Skills and Other Abilities:

  • Ability to work independently
  • Oral communication skills
  • Written communication skills
  • Ability to multitask
  • Attention to detail
  • Accuracy
  • Customer service
  • Hand-eye coordination
  • Ability to read and understand architectural and engineering construction plans and specifications
  • Ability to successfully encourage, motivate, and mentor team members
  • Ability to use industry standard cost estimation sources to ascertain the cost of various buildings and site components
  • Ability to segregate building utility systems components (IRS MACRS Class lives) into different classifications based on the utilization of the system within the facility
  • Ability to cost the various components of a building

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The employee is occasionally required to stand; walk; and stoop, kneel, crouch or crawl.

Frequent travel, including overnight trips, should be anticipated.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

In most cases, employment is remote and not in an office environment.

While performing the duties of the job the employee is frequently exposed to outdoor weather conditions; work near moving, mechanical parts; and vibration.

The noise level in the work environment is usually moderate to loud.

Certified HERS Rater

Job Description:

  1. Conducting blower door and duct leakage tests for residential site inspections.
  2. Generating preliminary HERS reports during the estimate phase.
  3. Performing energy modeling using Ekotrope (can be trained) or other DOE approved software’s.
  4. Develop relationships with builders to assist with testing for Certificate of Occupancy.
  5. Maintaining the back-up files for IRS audits and the mandatory QAD review.
  6. A minimum of 1 year of experience conducting HERS ratings.
  7. A minimum of 50% of travel involved.
  8. HERS Rater Certification is required.
  9. Rental vehicle and travel expenses will be covered by the company. The HERS Rater must be in possession of a valid driver’s license and a clean driving record.

Key attributes:

Work from home ability and desire
Comfortable with heavy travel
Self-motivated

Tax Controversy

The Research and Development (“R&D”) Tax Credit division of Source Advisors seeks a highly motivated individual to join the Tax Controversy team. The Tax Controversy role is critical in representing Source Advisors’ clients before the IRS and state revenue agencies. The role will be involved in all aspects of the client’s IRS, audit, appeals representation. This may include collection and penalty abatement projects, reviewing and analyzing client data, preparing supporting documentation, preparing individuals for government interviews, and drafting written responses to the government’s requests. This position typically involves visiting the client location, interacting with company owners, touring client facilities, interviewing people involved in R&D, and communicating regularly with government employees. The Tax Controversy role is responsible for managing deadlines, internally and externally, to ensure our clients receive the best representation.

Read More..

EXPERIENCE:

  • 1-3 years’ experience performing or managing R&D Tax Credit projects is preferred

 

DUTIES AND RESPONSIBILITIES:

  • Adhere to the highest degree of professional standards and client confidentiality
  • Conduct interviews with client management and staff to gain a comprehensive understanding of client operations, processes, and R&D efforts
  • Prepare clients’ employees for government interviews
  • Maintain active communication with client management and staff at all levels to manage expectations, gather required information, and ensure deadlines are met
  • Maintain active communication with government representatives to negotiate requests and results, manage expectations, respond to requests, and ensure deadlines are met
  • Preparation of supporting documentation and schedules for IDR responses
  • Preparation of written response to IDRs
  • Reviewing determination reports, summarizing findings internally and externally
  • Drafting formal written protest letters requesting Appeals conference
  • Creation of presentation and arguments for Appeals conference

 

QUALIFICATIONS & REQUIREMENTS:

  • Active Bar License
  • Bachelor’s Degree in Accounting, Finance, Engineering or Software highly preferred
  • Excellent written and verbal communication skills
  • Superior analytical skills and strong attention to detail
  • Ability to develop and maintain outstanding client relationships
  • Must have a strong work ethic and high motivation and thrive in a high paced environment
  • Strong working knowledge of computer applications, specifically Microsoft Word and Excel

 

Research & Development Tax Credit Project Manager

The Research and Development (“R&D”) division of Source Advisors is seeking highly motivated individuals who are comfortable reviewing and understanding R&D activity in a wide variety of industries.  The Project Manager is responsible from start to finish on an R&D project. The Project Manager role is critical in helping Source Advisors’ clients identify, qualify and quantify R&D activities for federal and state R&D tax credits. The Project Manager will join our national team of dedicated R&D Tax Credit professionals. By properly identifying qualified research activities and associated costs, we help our clients maximize their investments in innovation and realize substantial tax savings.  A Project Manager’s main role is performing fieldwork related to qualifying and supporting Federal and State R&D credits. Fieldwork typically involves visiting the client location, interacting with company owners, touring client facilities, interviewing people involved in R&D, and gaining sufficient knowledge to qualify the R&D activity. The project manager is responsible for reviewing relevant facts, cost summary schedules, tax computations, and written reports. The project manager is also responsible for the overall quality of the final client deliverable.

Read More..

EXPERIENCE:

  • 1-3 years’ experience performing or managing R&D Tax Credit projects is preferred
  • Prior public accounting experience or experience in a manufacturing environment where product and process research and development are conducted is preferred

DUTIES AND RESPONSIBILITIES:

  • Adhere to the highest degree of professional standards and client confidentiality
  • Conduct interviews with client management and staff in order to gain a comprehensive understanding of client operations, processes and R&D efforts
  • Maintain active communication with client management and staff at all levels to manage expectations, gather required information, and ensure deadlines are met
  • Preparation final client deliverables

QUALIFICATIONS & REQUIREMENTS:

  • Bachelor’s Degree in Accounting, Finance, Engineering or Software
  • CPA certification or professional engineering experience highly preferred
  • Excellent written and verbal communication skills
  • Superior analytical skills and strong attention to detail
  • Ability to develop and maintain outstanding client relationships
  • Must have strong work ethic and high motivation and thrive in a high paced environment
  • Strong working knowledge of computer applications, specifically Microsoft Word and Excel

25% travel can be expected (COVID permitting)

Technical Writer

Source Advisors is looking for an individual who can turn complex thoughts into clear written content. An ideal candidate enjoys learning every day through the exploration of hard sciences including engineering, physics, chemistry, biology, and computer science. The R&D tax credit encourages innovation so exciting efforts are regularly revealed in this field related to emerging technologies and cutting-edge developments.

A Technical Writer at Source Advisors is responsible for writing persuasive, content-driven summaries based on specific qualification parameters. This includes:

Assisting in client interviews
Reviewing client interview notes
Writing R&D technical documents for various industries
Researching technical industry data
Organizing supporting documentation into clear, easy to read reports
Preparing and editing documents to ensure adherence to quality and formatting standards