LIHTC Real Estate Accounting Manager • Hybrid

Wertz & Associates; Madison (WI); Hybrid; USD 120,000 - 160,000; Full time

Benefits offered by this job

Great Place to Work culture

Leadership mentorship

Hybrid schedule

Job summary

Wertz & Associates in Madison, Wisconsin, seeks an Accounting Manager for the Real Estate & LIHTC practice. You will lead complex engagements, mentor staff, and advise affordable housing developers, ownership groups, and nonprofits while advancing LIHTC and real estate accounting expertise.

This leadership role offers a hybrid schedule, direct exposure to firm leadership, and a clear path to senior roles, with a compensation range of $120,000–$160,000 base plus bonus and advancement

Qualifications

• Active CPA license.
• 5+ years of public accounting experience.
• Experience serving real estate, affordable housing, or LIHTC clients.
• Strong client relationship management skills.
• Experience supervising and developing staff.

Responsibilities

• Lead affordable housing and LIHTC audit and tax engagements from planning through completion.
• Coordinate engagement staffing, scheduling, budgeting, and execution.
• Review financial statements, tax filings, and client deliverables.
• Ensure compliance with professional standards and regulatory requirements.
• Monitor engagement profitability and workflow efficiency.
• Maintain year-round relationships with developers, ownership groups, syndicators, and nonprofit organizations.
• Serve as a trusted advisor on accounting, tax, and compliance matters.
• Provide guidance regarding affordable housing regulations and reporting requirements.
• Act as the primary point of contact during client onboarding and engagement execution.
• Deliver proactive and responsive client service.
• Assist clients with LIHTC compliance matters.
• Advise clients on partnership and ownership structures.
• Support HUD, Rural Development, and state housing authority reporting requirements.
• Lead, mentor, and develop accounting professionals.
• Conduct performance evaluations and coaching discussions.
• Provide technical training and engagement guidance.
• Support recruiting and retention initiatives.
• Help develop future leaders within the practice.
• Expand relationships with existing clients.
• Identify opportunities for cross-selling and advisory services.
• Participate in professional organizations and networking events.
• Support practice growth initiatives.
• Contribute to client retention and revenue objectives.

Skills

CPA license

Real estate experience

LIHTC knowledge

Client relationship mgmt

Education

Bachelor's Degree in Accounting or related field

Job description

Wertz & Associates in Madison, Wisconsin, seeks an Accounting Manager for the Real Estate & LIHTC practice. You will lead complex engagements, mentor staff, and advise affordable housing developers, ownership groups, and nonprofits while advancing LIHTC and real estate accounting expertise.

This leadership role offers a hybrid schedule, direct exposure to firm leadership, and a clear path to senior roles, with a compensation range of $120,000–$160,000 base plus bonus and advancement