Teams at Withum

Manage multiple cost segregation engagements from planning through delivery, supervise and mentor engagement teams, conduct property inspections, review construction and financial records, analyze blueprints and specifications, and prepare engineering-based cost segregation reports. The role also involves client relationship management, engagement budgeting, practice development, proposal support, and collaboration with tax, valuation, and real estate professionals.

Leads and grows a national cost segregation practice, overseeing tax consulting engagements, technical analyses, business development, operational processes, quality controls, and team development. Advises clients on tax savings, depreciation strategies, applicable regulations, and related opportunities. Builds client and referral relationships, manages revenue growth, develops scalable methodologies, and collaborates with tax and firm leadership across geographic markets.

Leads cost segregation engagements for commercial, residential, and specialty real estate assets. Serves as a trusted client advisor, reviews engineering and tax analyses, oversees site inspections and asset classifications, manages budgets and teams, and ensures IRS compliance. Drives business development, develops referral relationships, supports proposals and presentations, mentors staff, monitors tax and industry developments, and identifies opportunities for additional advisory, tax, valuation, and real estate services.