Real Estate Accounting Manager - LIHTC & Housing

Sva; Madison (WI); Hybrid; USD 100,000 - 150,000; Full time

Job summary

SVA in Madison, WI is seeking a Manager to join our Real Estate team. You will oversee moderate to complex assurance and tax engagements for LIHTC and affordable housing clients, collaborating with principals and staff to plan, execute, and wrap up engagements.

The ideal candidate has a CPA, a Bachelor's in Accounting, 5+ years in public accounting, and a track record in partnership taxation and housing reporting.

Qualifications

• Bachelor’s degree in Accounting or related field.
• 5+ years’ experience in public accounting required, including experience serving affordable housing, real estate, and/or LIHTC clients.
• CPA required.
• Specialized knowledge: Knowledge of partnership taxation, affordable housing accounting, LIHTC compliance, and real estate financial reporting preferred. Familiarity with HUD, RD, and state housing authority reporting requirements preferred.

Responsibilities

• Execute affordable housing and LIHTC audit and tax engagements from start to finish by coordinating all phases, including: planning, field work, review process & communication to client.
• Follow the progress of the work during an engagement in relation to budgeted time expenses and scheduled dates of completion.
• Supervise the preparation of all work products to be provided to the client.
• Maintain continuous contact with clients, including developers, ownership groups, management companies, syndicators, and nonprofit organizations, throughout the business year while developing a strong understanding of the their operations and compliance requirements.
• Act as main contact for new client onboarding.
• Evaluate internal controls prepared by the staff.
• Keep the In-Charge informed of important developments in the work. Communicate any major problems that occur with all the facts, their conclusions and recommendations.
• Prepare monthly billings.
• Maintain confidentiality with client information in accordance with related laws and regulations and adhere to all SVA policies and procedures.
• Ensure all duties are performed efficiently, and to a satisfactory level, typically requiring 55 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
• Advise clients on affordable housing compliance and reporting matters, including HUD, RD, and state housing agency requirements where applicable.
• All other duties as assigned

Education

Bachelor’s degree in Accounting or related field

Job description

SVA in Madison, WI is seeking a Manager to join our Real Estate team. You will oversee moderate to complex assurance and tax engagements for LIHTC and affordable housing clients, collaborating with principals and staff to plan, execute, and wrap up engagements.

The ideal candidate has a CPA, a Bachelor's in Accounting, 5+ years in public accounting, and a track record in partnership taxation and housing reporting.