Supervisor (Real Estate)

SVA Careers•Madison, WI

10d

About The Position

SVA is seeking a Supervisor for its Real Estate Accounting team in Madison, Wisconsin. The Supervisor directs larger, more complex assurance and tax engagements and special assignments for affordable housing and real estate clients, including Low-Income Housing Tax Credit (LIHTC) entities. The role serves as the main point of contact for clients, leads engagement work, and develops junior staff. The Supervisor reviews work papers and financial statements for accuracy, completeness, presentation suitability, and adequate disclosures; monitors engagement progress; and helps resolve accounting, auditing, and tax matters. The role also develops expertise in LIHTC compliance, partnership taxation, affordable housing financial reporting, and related regulatory requirements. The position allocates approximately 50% of time to supervision and leadership, 40% to client work, and 10% to professional and personal development. It typically requires 55 hours per week during busy season, including weekends, and 40–45 hours per week during the non-busy season. The role is based in Wisconsin.

Requirements

Bachelor’s degree in Accounting or a related field.
At least 3 years of public accounting experience.
Ability to direct complex assurance and tax engagements and serve as the main client contact.
Ability to direct, develop, train, and review the work of junior staff.
Ability to review financial statements and related engagement deliverables for presentation, completeness, and adequacy of disclosures.
Knowledge of accounting, auditing, and tax matters relevant to assigned engagements.

Nice To Haves

Experience serving affordable housing, real estate, and/or LIHTC clients.
CPA certification.
Knowledge of partnership taxation, affordable housing, LIHTC compliance, and real estate financial reporting.

Responsibilities

Assign work to staff based on their knowledge and capabilities.
Participate in staff training, provide guidance and direction, and give constructive feedback on work papers in accordance with generally accepted standards.
Discuss significant matters involving accounting or taxation principles or financial statement presentation with the In-Charge.
Conduct timely and meaningful staff reviews.
Lead team projects requiring participation from multiple staff members, encourage inclusive participation, and consider team members’ different backgrounds and contributions.
Coordinate engagement phases, including staff requirements, job planning, and scheduling with the manager or principal.
Lead and complete assigned audits, reviews, tax returns, and/or compilations.
Study and evaluate client internal controls and prepare or review work programs and time budgets for approval by the In-Charge, with a focus on minimizing an organization’s tax obligations.
Review financial statements, notes, schedules, management letters, and tax returns for later discussion between the In-Charge and the client, and be able to discuss these matters with the client.
Prepare for, schedule, and lead client meetings.
Assist with monthly billings as requested.
Maintain confidentiality of client information in accordance with applicable laws and regulations and follow SVA policies and procedures.
Work with a mentor to develop a career path and refine supervisory skills.
Broaden involvement with outside associations to promote SVA and participate in SVA and community events and professional, civic, or charitable organizations.
Use internal and external learning opportunities; educate and train others on business and client processes.
Mentor one or more interns, staff accountants, and/or senior staff accountants.
Participate positively in group meetings and be regarded as a leader in the group.
Develop and deliver training, presentations, and articles for internal and/or external audiences.
Perform other duties as assigned.