Junior Project Analyst

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Engineered Tax Services Inc.

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2001

💸 Finance

💳 Fintech

☁️ SaaS

Finance • Fintech • SaaS

Engineered Tax Services Inc. is the nation's premier tax credit and incentives firm that combines expert knowledge in engineering with tax and accounting principles. The company's team, consisting of tax attorneys, engineers, and scientists, specializes in services such as cost segregation, R&D tax credits, and various tax deductions to help clients maximize their tax benefits. They have successfully generated billions in U. S. stimulus incentives, impacting numerous jobs across the economy.

📋 Description

• Supports Cost Segregation, Sales, Finance, and Engineering teams by reviewing project intake details, confirming scope, preparing pricing, and developing preliminary benefit analysis estimates. • Ensures project assumptions are accurate, pricing is aligned, and scope is clearly defined prior to engineering review. • Responsible for preparing accurate and timely Benefit Analyses (BAs) by evaluating real estate data, construction documentation, and tax-related materials. • Helps set appropriate client expectations and ensures financial feasibility. • Completes Benefit Analyses accurately and within expected turnaround timelines. • Identifies risks, gaps, or scope issues early in the intake process. • Communicates effectively with Sales, Engineering, and leadership. • Improves workflows to enhance efficiency and accuracy. • Demonstrates continuous growth in technical knowledge and ownership.

🎯 Requirements

• Ability to review and interpret construction documentation, cost details, and related project information • Ability to manage multiple requests and shift between tasks efficiently • Resourceful, self-motivated, and able to work independently with minimal supervision • Collaborative team player with the ability to work across multiple departments • Bachelor’s degree preferred (Finance, Accounting, Engineering, or related field) or equivalent experience • Strong written and verbal communication skills • Ability to clearly communicate with cross-functional teams and stakeholders • Strong analytical, problem-solving, and critical thinking abilities • Ability to evaluate incomplete information and exercise sound judgment • High attention to detail and accuracy • Proficiency in Microsoft Excel and MS Office Suite • Experience with PDF editing tools; familiarity with CRM systems or Zoho a plus.

🏖️ Benefits

• Medical • Dental • Vision • Basic Life • Vol Life • Whole Life • Short-Term Disability • LTD • Accident • Critical Illness • Hospital • Doctegrity • Legal • ID Theft • 401k • PTO • and much more!