Senior Manager, Real Estate (LIHTC), CPA

Wertz & Associates•Madison, WI

2d•Hybrid

About The Position

Our client, a nationally recognized professional services firm and certified Great Place to Work®, is seeking an experienced Senior Manager to join its growing Real Estate and Affordable Housing practice in Madison. This is more than a traditional public accounting leadership role. It's an opportunity to become a trusted advisor to affordable housing developers, ownership groups, management companies, syndicators, nonprofit organizations, and real estate investors while leading sophisticated audit, tax, compliance, and advisory engagements focused on the Low-Income Housing Tax Credit (LIHTC) industry. As a senior leader within the practice, you'll help shape client strategy, mentor future leaders, drive practice growth, and work alongside firm leadership in one of the firm's most specialized and impactful service lines. If you're seeking a highly visible leadership opportunity that combines real estate expertise, affordable housing specialization, client advisory work, and long-term career growth, we'd welcome a confidential conversation.

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

Exceptional candidates with extensive LIHTC expertise, affordable housing consulting experience, significant business development success, or strong industry relationships may be considered above the posted compensation range.

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