Sr. Manager (Real Estate)

SVA Careers•Madison, WI

1d•Onsite

About The Position

SVA is seeking a Senior Manager to join its Real Estate team in Madison, Wisconsin. The role leads complex affordable housing and Low-Income Housing Tax Credit (LIHTC) audit and tax engagements, while serving as a trusted advisor to clients on accounting, tax, and compliance matters. The Senior Manager oversees engagement planning, staffing, fieldwork, reviews, client communications, budgets, and deliverables, and identifies opportunities to improve processes and expand services. The position also has substantial people-leadership responsibilities, including assigning and reviewing work, training and mentoring staff, managing performance and retention, and participating in staffing and recruiting strategy. The Senior Manager contributes to professional and business development by deepening technical expertise, leading internal projects, supporting client retention and cross-selling goals, and representing SVA at professional and civic functions. The role typically requires 55 hours per week during busy season, including weekends, and 40–45 hours per week during non-busy season. It is based in Wisconsin.

Requirements

Bachelor’s degree in Accounting or a related field.
At least 9 years of public accounting experience.
Significant experience serving affordable housing, real estate, and/or LIHTC clients.
CPA certification.
Deep knowledge of partnership taxation, affordable housing accounting, LIHTC structures, and real estate financial reporting.
Ability to work typically 55 hours per week during busy season, including weekends, and 40–45 hours per week during non-busy season.

Nice To Haves

Familiarity with HUD, RD, and state housing authority reporting.

Responsibilities

Lead complex affordable housing and LIHTC audit and tax engagements from planning through completion, including scheduling staff, fieldwork, reviews, and client communication.
Monitor engagement progress against budgeted time and scheduled completion dates; ensure work is properly sequenced and anticipate potential issues.
Identify and communicate process-improvement and system-enhancement opportunities.
Supervise preparation of client deliverables and keep the In-Charge informed of significant engagement and client developments.
Communicate major problems, supporting facts, conclusions, and recommendations.
Communicate directly with client personnel and third parties.
Advise affordable housing developers, ownership groups, management companies, syndicators, and nonprofit organizations on LIHTC and real estate accounting, tax, and compliance matters.
Identify opportunities to expand affordable housing and LIHTC audit, tax, consulting, compliance, and advisory services.
Prepare monthly billings and maintain confidentiality in accordance with applicable laws, regulations, and SVA policies.
Assign work based on staff members’ knowledge and capabilities; review work for quality.
Prepare and discuss staff performance evaluations, train staff, provide guidance and constructive feedback, and support staff development.
Be accountable for staff performance, engagement, and retention; conduct stay interviews and work with leadership to address recurring themes.
Transfer client relationships to junior staff as appropriate and address poor performance through direct conversations, with a focus on retaining qualified staff.
Recognize staff meaningfully and participate in staffing strategy, recruiting, and efforts to attract qualified employees.
Research complex topics and present findings and recommendations analytically and concisely.
Mentor accounting staff and support the professional development and personal growth of team members.
Facilitate professional development courses, write articles, and represent SVA at professional and civic functions.
Deepen expertise in a technical area, industry, or service line and lead large, complex internal projects.
Achieve client-retention targets and new and existing cross-selling and upselling goals.
Perform other duties as assigned.