Supervisor (Real Estate)

SVA | A Professional Services Company; Town of Brookfield (WI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Great Place to Work certified

Job summary

SVA, a Professional Services Company, is seeking a Supervisor to join the Real Estate Accounting team in Brookfield, WI. You will lead engagements focused on affordable housing and LIHTC clients, supervise staff, and collaborate with senior leadership to deliver high-quality financial reporting.

Based in Wisconsin, you will mentor junior staff, manage complex engagements, and ensure timely client communication while upholding SVA’s standards and values.

Qualifications

• Bachelor’s Degree in Accounting or related field required.
• Minimum of 3 years’ experience in public accounting required, including experience serving affordable housing, real estate, and/or LIHTC clients preferred.
• CPA preferred.
• Specialized knowledge: partnership taxation, affordable housing, LIHTC compliance, and real estate financial reporting preferred.

Responsibilities

• Direct engagements and supervise staff; act as main client contact and ensure quality of work papers and financial statements.
• Lead engagement planning, scheduling, and execution of audits, reviews, returns, and compilations.
• Review client financial statements, notes, and tax returns; discuss matters with client.
• Lead client meetings, assist with monthly billings, and maintain confidentiality.
• Commit to 55 hours/week during busy season and 40–45 hours/week otherwise.
• Develop junior staff and mentor interns and staff accountants.

Skills

LIHTC knowledge

Real estate accounting

Partnership taxation

Leadership

Client interaction

Education

Bachelor’s Degree in Accounting or related field

Job description

SVA is looking for a Supervisor to join our Real Estate Accounting team in Brookfield, WI. This is the opportunity you have been looking for! In this role, you will refine your skills across several industries, while having an enhanced focus on our Real Estate clients. You will be able to find your passion and the perfect fit through continuous learning, client-facing interactions, and the opportunity to share your knowledge of how accounting impacts the business world to our more junior staff. Collaborate with an accomplished and diverse team of professionals and enhance your career with personalized development and mentoring opportunities. Demonstrate your expertise and leadership skills, while building your career in an independent and growing professional services firm that has been certified as a Great Place to Work®! SVA + You. Together, We Serve. People. Better.

Overview

The Supervisor is responsible for larger, more complex assurance and tax engagements for affordable housing and real estate clients, including Low-Income Housing Tax Credit (LIHTC) entities. They have full responsibility for directing engagements and special assignments, including acting as the main point of contact for clients. They direct and develop junior staff, including review of work papers for accuracy and completeness, and review of financial statements for suitability of presentation, and adequacy of disclosures. They follow the progress of an engagement and help resolve accounting, auditing and/or tax matters as they arise. Supervisors develop expertise in LIHTC compliance, partnership taxation, affordable housing financial reporting, and related regulatory requirements.

50% Supervision and Leadership

• Assign work to staff members on the basis of staff’s knowledge and capabilities.
• Participate in the training of staff members; offer guidance and direction and give constructive feedback on work papers, in accordance with generally accepted standards.
• Review with In-Charge any significant matters that raise questions involving accounting or taxation principles or statement presentation.
• Conduct meaningful and effective staff reviews on a timely basis.
• Lead team projects that require input and participation from multiple staff members.
• Leverage diversity and inclusion on the team, by considering each person’s unique background, capabilities, and contributions. Encourage involvement and participation by all team members.

40% Client Work

• Coordinate the various phases of an engagement, including staff requirements, job planning and scheduling with the manager or principal.
• Lead and complete all aspects of assigned audits, reviews, returns, and/or compilations.
• Study and evaluate the internal controls used by the client and prepare or review the work program and time budget (for subsequent approval by In-Charge), with focus on minimizing tax obligations of an organization.
• Review of financial statements, notes, schedules, management letters and tax returns for later discussion between In-Charge and the client. The Supervisor should be able to discuss these matters with the client.
• Prepare for, schedule, and lead attend client meetings.
• Assist with monthly billings as requested.
• 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.
• All other duties as assigned.

10% Professional and Personal Development

• Work with mentor to develop career path.
• Continuously broaden involvement with outside associations to promote SVA.
• Seek out and participate in SVA and community events, professional, civic or charitable organizations.
• Utilize internal and external learning opportunities.
• Refine supervisory skills.
• Educate and train others on business and client processes.
• Serve as a mentor to one or more interns, staff accountants, and/or senior staff accountants.
• Be regarded as a leader in the group, displaying active, positive participation in group meetings.
• Develop and deliver training, presentations, articles for internal and/or external audiences.

Qualifications

Education: Bachelor’s Degree in Accounting or related field required.

Experience: Minimum of 3 years’ experience in public accounting required, including experience serving affordable housing, real estate, and/or LIHTC clients preferred.

Professional Certification: CPA preferred.

Specialized knowledge: Knowledge of partnership taxation, affordable housing, LIHTC compliance, and real estate financial reporting preferred.

Role is based in Wisconsin.

SVA is certified as a great workplace by the Great Place to Work® institute.

SVA participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

SVA participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU..