Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

For companies that own commercial real estate, multifamily housing, or tenant improvements

Offset the costs associated with building energy efficient properties with these tax credits

Leverage your green building tax deductions

Generate cash by leveraging existing inventory for profit

Energy Solutions for Commercial and Residential Properties

Ensure compliance and maximize profits while minimizing losses

Request an enhanced R&D tax credit study to offset amortized tax liability

R&D tax credits for businesses based in the UK

Automate your R&D tax credits with GOAT.tax

Achieve More for Your Clients

Insights

Our Latest Insights

174 Update – Notice 2024-12 & Rev Proc 2024-9

Brian Coddington January 5, 2024

174 UPDATE – NOTICE 2024-12 & REV PROC 2024-9 On December 22nd, 2023, the Service released both Notice 2024-12 and

A CPA’s Basic Guide to SALT Requirements

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax

LIFO vs. FIFO: Choosing the Right Inventory Identification Method

Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability,

Stay informed and educated with our Case Studies, Tax News, Service Line Collateral, and Sample Tax Forms

Businesses of all sizes and industries can reduce federal income taxes for qualified research expenses

Upcoming conferences, workshops, and webinars

Explore articles written by industry leaders on all our service lines

About Us

Our Industry Leaders

R&D Tax Credit

Cost Segregation

Energy Efficiency Tax Credit

Tax Law and Regulations

Our people are our greatest asset.

Join the Source Advisors family! Check out our open positions.

Community outreach and philanthropy.

Company updates and press releases

Back to Open Positions

Project Coordinator - Cost Seg. Dept. / Technical

(Remote)

Salary: $45,000-$55,000/yr

About Source Advisors

Source Advisors tax consulting company is recruiting for a position within our Cost Segregation department supporting our technical team. As a Project Coordinator, you will provide direct customer assistance in a support/service cyclical environment while also providing support to technical staff. This position demands exceptional customer service and communication skills, the ability to learn, explain and support the company’s services and the ability to meet and exceed department and company goals.

Duties/Responsibilities

Manage and develop strong client relationships with multiple clients.
Act as a liaison between client & technical staff to fulfill the needs and expectations of our clients.
Responsible for understanding and education of cost segregation, 179D, 45L and tax offerings, maintaining all necessary notes and job aides for future reference.
Contact clients in an effort to obtain property information necessary to fulfill client projects within tax timing needs.
Assist technical staff with coordination of property site inspections.
Monitor clients deadlines in an effort to coordinate project completion in a timely manner.
Resolution of outstanding Accounts Receivable issues – outstanding & unpaid invoices.

Knowledge, Skills, and Abilities Required

Ability to manage yourself, including organizing, prioritizing, and scheduling work assignments.
Ability to manage multiple tasks simultaneously.
Strong documentation skills and the organization of client information.
Knowledgeable in utilizing Microsoft Office products such as Outlook, Word and Excel.
Ability to learn new software programs.
Strong verbal, written communication and interpersonal skills.
Ability to gather data, compile information, and prepare reports.
Ability to analyze and solve problems.
Knowledge of customer service standards and procedures.

Apply Now!

"*" indicates required fields

Your Name*

Your Email Address*

Your Phone Number*

Upload Your Résumé*

Drop files here or

Accepted file types: pdf, Max. file size: 50 MB.

CAPTCHA