Position Summary

The Senior Manager responsibilities are similar to those of Managers, with an expected higher level of performance and judgment. Senior Managers are responsible for ownership/In-Charge of complex engagements for affordable housing real estate clients, with a focus on Low-Income Housing Tax Credit (LIHTC) entities. Individuals in this role are expected to monitor, develop, train, and fully utilize each staff member on their assigned team to complete the assigned tasks. Senior Managers may review all levels of work within designated expertise, and sign-off on simple engagements as assigned.

60% Client Work

• Execute complex affordable housing and LIHTC audit and tax engagements from start to finish by coordinating all phases of an engagement: planning, staff scheduling, 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. Determine whether all phases of the engagement are carried out properly and in the best sequence, to anticipate the problem areas and questions that will arise.
• Identify and communicate opportunities for process improvement and system enhancements.
• Supervise the preparation of all work products to be provided to the client.
• Keep the In-Charge informed of important developments in the work and client relationship. Communicate any major problems that occur with all the facts, their conclusions and recommendations.
• Communicate directly with client personnel and other third parties.
• Serve as a trusted advisor to affordable housing developers, ownership groups, management companies, syndicators, and nonprofit organizations on accounting, tax, and compliance matters related to LIHTC and real estate operations.
• Identify opportunities to expand affordable housing and LIHTC services, including audit, tax, consulting, compliance, and advisory offerings.
• 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.
• All other duties as assigned.

30% Supervision and Leadership

• Assign work to staff members on the basis of their knowledge and capabilities.
• Perform quality control reviews.
• Prepare and discuss staff performance evaluations.
• Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers.
• Accountable for staff performance, engagement, and retention. Conduct stay interviews and work with leadership to resolve any themes.
• Continue to transfer the client relationship to junior staff to ensure the right work is being performed at each level.
• Identify poor/low performers. Have difficult/direct conversations to manage those individuals up/out with a focus on retaining qualified and quality staff members.
• Provide individualized and meaningful recognition to staff members. Focus on intrinsic rewards.
• Actively participate in staffing strategy to highlight staff and or business needs gaps or excess capacity, and actively work towards addressing.
• Use networks and experience to recruit passive talent. Sell SVA to bring in quality, high functioning employees.

10% Professional, Personal and Business Development

• Identify meaningful complex topics to research. Propose findings in analytical, concise manner, including recommendation.
• Serve as a mentor to multiple members of the accounting staff.
• Responsible for the professional development and personal growth of all team members.
• Facilitate professional development courses, write articles, and represent SVA at professional and civic functions.
• Continue to deepen expertise in a technical area, industry, or service line.
• Lead large, complex internal projects.
• Achieve client retention targets.
• Achieve new and existing cross selling and upselling goals.

Qualifications

Education: Bachelor's degree in Accounting or related field required.

Experience: 9+ years' experience in public accounting required, including significant experience serving affordable housing, real estate, and/or LIHTC clients

Professional Certification: CPA required.

Specialized knowledge: Deep knowledge of partnership taxation, affordable housing accounting, LIHTC structures, and real estate financial reporting required. Familiarity with HUD, RD, and state housing authority reporting preferred.

Apply Today!

Begin a long-term relationship with a company where motivation drives advancement. We invite you to explore employment opportunities with us and see how you can have an exciting and enjoyable career!

Role is based in WI.

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