Senior Manager, Real Estate (LIHTC), CPA

Wertz & Associates•Brookfield, WI

2d•Hybrid

About The Position

This is a leadership opportunity within a nationally recognized professional services firm's growing Real Estate and Affordable Housing practice. The role involves serving as a trusted advisor to affordable housing developers, ownership groups, management companies, syndicators, nonprofit organizations, and real estate investors. Responsibilities include leading audit, tax, compliance, and advisory engagements focused on the Low-Income Housing Tax Credit (LIHTC) industry. The position offers the chance to shape client strategy, mentor future leaders, drive practice growth, and work with firm leadership in a specialized service line.

Requirements

Active CPA license
Bachelor's Degree in Accounting or related field
9+ years of public accounting experience
Significant affordable housing, LIHTC, or real estate industry experience
Deep knowledge of partnership taxation
Strong understanding of real estate financial reporting
Experience managing client relationships and complex engagements
Proven leadership and staff development experience

Nice To Haves

Extensive LIHTC expertise
Affordable housing consulting experience
Significant business development success
Strong industry relationships

Responsibilities

Lead complex affordable housing and LIHTC engagements from planning through completion.
Serve as a trusted advisor to developers, syndicators, ownership groups, and nonprofit organizations.
Provide guidance on accounting, compliance, tax, and reporting matters.
Assist clients in navigating complex affordable housing regulations.
Deliver strategic recommendations related to operations, compliance, and financial performance.
Maintain primary ownership of key client relationships.
Communicate directly with executives, ownership groups, and stakeholders.
Provide proactive advisory support throughout the year.
Identify opportunities to expand services and strengthen relationships.
Deliver exceptional client service and responsiveness.
Oversee affordable housing audit and tax engagements.
Review financial statements and client deliverables.
Ensure compliance with professional standards and regulatory requirements.
Monitor engagement budgets, timelines, and profitability.
Maintain quality control across multiple client engagements.
Lead, mentor, and develop managers, supervisors, seniors, and staff accountants.
Conduct performance reviews and development planning.
Provide technical training and guidance.
Support recruiting and retention initiatives.
Build and strengthen a high-performing team culture.
Support affordable housing practice growth initiatives.
Develop referral relationships within the industry.
Participate in professional organizations and industry events.
Identify cross-selling and consulting opportunities.
Contribute to revenue growth and client retention efforts.