Real Estate Supervisor

Wertz & Associates; Madison (WI); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Competitive compensation package

Performance-based bonus opportunities

Healthcare coverage

Retirement savings programs

Paid time off and holidays

Continued education support

Leadership development opportunities

Great Place to Work culture

Job summary

Wertz & Associates, a leading accounting and advisory firm, seeks a Real Estate Supervisor to lead LIHTC engagements in Madison, WI. This role mentors staff, manages complex assurance, tax, and advisory work, and provides guidance to developers, ownership groups, and nonprofit organizations.

The position emphasizes real estate tax advisory, LIHTC compliance, and leadership through client engagements with strong growth potential toward management levels.

Qualifications

• Bachelor's Degree in Accounting or related field.
• 3+ years of public accounting experience.
• Strong communication and client service skills.
• Leadership potential and mentoring capabilities.
• Experience managing audit, tax, or accounting engagements.

Responsibilities

• Lead complex audit, tax, and accounting engagements for real estate and LIHTC clients.
• Coordinate engagement planning, staffing, and scheduling to ensure timely delivery and budget adherence.
• Review financial statements, tax returns, and supporting documentation; assess internal controls and implement improvements.
• Build and maintain relationships with ownership groups, developers, management companies, and nonprofits; lead client meetings.

Skills

Leadership

Client service

Communication

Project management

Mentoring

Education

Bachelor's Degree in Accounting

Job description

Real Estate Supervisor (LIHTC)

Affordable Housing | Real Estate Advisory | Client Leadership | Great Place to Work®

Compensation: $95,000–$125,000 Base + Bonus + Career Advancement Opportunity

Location: Madison, Wisconsin
Schedule: Flexible Hybrid

Our client, a leading public accounting and advisory firm recognized as a Great Place to Work®, is seeking an experienced Real Estate Supervisor to join its growing Real Estate and Affordable Housing practice in Madison.

This is more than a traditional public accounting role.

It's an opportunity to become a key advisor to affordable housing developers, ownership groups, real estate operators, syndicators, and nonprofit organizations while leading sophisticated assurance, tax, and advisory engagements focused on the affordable housing and real estate sectors.

As a Supervisor, you'll serve as a primary client contact, mentor developing professionals, and continue building specialized expertise in Low-Income Housing Tax Credit (LIHTC) entities, partnership taxation, and affordable housing compliance.

Why This Opportunity Stands Out

• $95,000–$125,000 base salary
• Annual performance bonus opportunities
• Specialized affordable housing and real estate focus
• Significant exposure to LIHTC entities
• Opportunity to lead client engagements
• Direct interaction with developers, ownership groups, and nonprofit organizations
• Strong professional development and mentoring programs
• Great Place to Work® certified culture
• Leadership opportunities with staff supervision responsibilities
• Diverse mix of audit, tax, and advisory work
• Clear path toward Manager and Senior Manager advancement

Exceptional candidates with significant LIHTC expertise, real estate tax experience, or demonstrated leadership abilities may be considered above the posted compensation range.

About the Firm

Our client is a highly respected accounting, consulting, and advisory firm serving businesses, real estate organizations, affordable housing developers, nonprofits, and entrepreneurs throughout Wisconsin and the Midwest.

The firm provides:

• Audit & Assurance Services
• Tax Planning & Compliance
• Real Estate Advisory
• Affordable Housing Consulting
• Business Advisory Services
• Outsourced Accounting
• Strategic Consulting

The organization is known for combining technical expertise, exceptional client service, and a strong commitment to employee growth and development.

The Opportunity

As a Real Estate Supervisor, you'll lead complex engagements while working closely with clients and developing the next generation of accounting professionals.

You'll gain valuable experience in:

• Low-Income Housing Tax Credits (LIHTC)
• Affordable Housing Accounting
• Partnership Taxation
• Real Estate Financial Reporting
• Compliance & Regulatory Reporting
• Audit & Assurance Services
• Tax Planning & Compliance
• Client Relationship Management
• Staff Development & Leadership

This role provides a unique combination of technical specialization, client visibility, and leadership responsibilities.

Key Responsibilities

Real Estate & Affordable Housing Engagements

• Lead complex audit, review, compilation, and tax engagements
• Coordinate engagement planning, staffing, and scheduling
• Review financial statements, disclosures, tax returns, and supporting documentation
• Evaluate internal controls and identify improvement opportunities
• Ensure engagements are completed efficiently and within budget

Client Relationship Management

• Serve as a primary point of contact for assigned clients
• Build strong relationships with ownership groups, developers, and management companies
• Lead client meetings and engagement discussions
• Communicate findings, recommendations, and technical guidance
• Deliver exceptional client service and responsiveness

Affordable Housing & LIHTC Support

• Assist clients with affordable housing compliance requirements
• Support LIHTC-related reporting and accounting matters
• Review partnership structures and tax reporting issues
• Help clients navigate industry-specific regulations and requirements
• Develop deeper expertise within the affordable housing sector

Leadership & Team Development

• Supervise, mentor, and train staff accountants and seniors
• Review workpapers and provide constructive feedback
• Lead project teams and engagement workflow
• Support performance management and staff development efforts
• Foster a collaborative and inclusive team environment

Professional Development

• Participate in industry organizations and networking opportunities
• Contribute to internal and external training initiatives
• Develop technical expertise in affordable housing and real estate
• Create presentations, training materials, and thought leadership content
• Continue progressing toward management-level responsibilities

Qualifications

Required

• Bachelor's Degree in Accounting or related field
• 3+ years of public accounting experience
• Experience managing audit, tax, or accounting engagements
• Strong communication and client service skills
• Leadership potential and mentoring capabilities
• Strong project management and organizational abilities

Who Thrives Here?

The ideal candidate:

• Enjoys leading and mentoring team members
• Wants meaningful client interaction
• Has an interest in real estate and affordable housing
• Enjoys solving complex accounting and tax challenges
• Wants to build specialized industry expertise
• Values continuous learning and professional growth
• Seeks a long‑term path into leadership and management

Benefits

• Competitive compensation package
• Performance-based bonus opportunities
• Comprehensive healthcare coverage
• Retirement savings programs
• Paid time off and holidays
• Continuing education support
• Industry-focused training programs
• Leadership development opportunities
• Great Place to Work® culture
• Strong advancement pathways
• Collaborative and supportive work environment

What Makes This Opportunity Different?

Most Supervisor-level opportunities provide broad exposure across many industries.

This role allows you to build expertise in one of public accounting's most specialized and growing niches.

You'll work directly with affordable housing developers, LIHTC entities, nonprofit organizations, and real estate investors while developing technical skills that are highly valuable and in demand. Combined with leadership responsibilities and direct client interaction, this position offers an excellent foundation for advancement into management and senior leadership roles.

About Our Client

Our client is a growing professional services firm recognized for technical excellence, employee development, and exceptional client service. Through continuous investment in industry specialization, leadership development, and employee success, the firm has built a culture where professionals can thrive, grow, and make a meaningful impact.

Employees benefit from strong mentorship, leadership accessibility, specialized industry training, and the opportunity to work on sophisticated engagements that help shape communities and create affordable housing opportunities.