About this opportunity
Wertz & Associates lists this Senior Manager, Real Estate, CPA opportunity in madison, Wisconsin. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Senior Manager, Real Estate (LIHTC), CPA
Affordable Housing | LIHTC Expertise | Client Advisory | Leadership Opportunity
Compensation: $170,000–$230,000 Base + Performance Bonus + Leadership Advancement Opportunity
Location: Madison, Wisconsin
Schedule : Flexible Hybrid
Our client, a nationally recognized professional services firm and certified Great Place to Work® , is seeking an experienced Senior Manager to join its growing Real Estate and Affordable Housing practice in Madison.
This is more than a traditional public accounting leadership role.
It's an opportunity to become a trusted advisor to affordable housing developers, ownership groups, management companies, syndicators, nonprofit organizations, and real estate investors while leading sophisticated audit, tax, compliance, and advisory engagements focused on the Low-Income Housing Tax Credit (LIHTC) industry.
As a senior leader within the practice, you'll help shape client strategy, mentor future leaders, drive practice growth, and work alongside firm leadership in one of the firm's most specialized and impactful service lines.
If you're seeking a highly visible leadership opportunity that combines real estate expertise, affordable housing specialization, client advisory work, and long-term career growth, we'd welcome a confidential conversation.
Why This Opportunity Stands Out
$170,000–$230,000 base salary
Annual performance bonus opportunities
Leadership role within a growing affordable housing practice
Significant exposure to LIHTC and affordable housing clients
Opportunity to serve as a strategic advisor to industry leaders
Direct access to firm principals and leadership
Strong mentorship and leadership development programs
Great Place to Work® certified culture
Diverse mix of audit, tax, compliance, and consulting work
Opportunity to influence practice growth and expansion
Clear path toward Principal and Shareholder opportunities
Exceptional candidates with extensive LIHTC expertise, affordable housing consulting experience, significant business development success or strong industry relationships may be considered above the posted compensation range.
About the Firm
Our client is a premier accounting, consulting, and advisory firm serving businesses, developers, nonprofit organizations, real estate companies, and entrepreneurs throughout the Midwest.
Key service offerings include:
Audit & Assurance
Tax Planning & Compliance
Affordable Housing Advisory
Real Estate Consulting
Business Advisory Services
Outsourced Accounting
Strategic Consulting
The firm is known for combining deep technical expertise with exceptional client service and a strong commitment to employee development.
The Opportunity
As a Senior Manager within the Real Estate practice, you'll oversee complex engagements while providing technical guidance and strategic leadership to clients and team members alike.
You'll have significant exposure to:
Low-Income Housing Tax Credits (LIHTC)
Affordable Housing Accounting
Partnership Taxation
Real Estate Tax Planning
Financial Reporting for Real Estate Entities
HUD & RD Compliance
State Housing Authority Reporting
Audit & Assurance Services
Client Advisory Services
Team Leadership & Development
This role offers an exceptional combination of technical specialization, client visibility, and leadership responsibility.
Key Responsibilities
Affordable Housing & LIHTC Advisory
Lead complex affordable housing and LIHTC engagements from planning through completion
Serve as a trusted advisor to developers, syndicators, ownership groups, and nonprofit organizations
Provide guidance on accounting, compliance, tax, and reporting matters
Assist clients in navigating complex affordable housing regulations
Deliver strategic recommendations related to operations, compliance, and financial performance
Client Relationship Management
Maintain primary ownership of key client relationships
Communicate directly with executives, ownership groups, and stakeholders
Provide proactive advisory support throughout the year
Identify opportunities to expand services and strengthen relationships
Deliver exceptional client service and responsiveness
Audit, Tax & Compliance Oversight
Oversee affordable housing audit and tax engagements
Review financial statements and client deliverables
Ensure compliance with professional standards and regulatory requirements
Monitor engagement budgets, timelines, and profitability
Maintain quality control across multiple client engagements
Leadership & Team Development
Lead, mentor, and develop managers, supervisors, seniors, and staff accountants
Conduct performance reviews and development planning
Provide technical training and guidance
Support recruiting and retention initiatives
Build and strengthen a high-performing team culture
Practice Growth & Business Development
Support affordable housing practice growth initiatives
Develop referral relationships within the industry
Participate in professional organizations and industry events
Identify cross-selling and consulting opportunities
Contribute to revenue growth and client retention efforts
Qualifications
Required
Active CPA license
Bachelor's Degree in Accounting or related field
9+ years of public accounting experience
Significant affordable housing, LIHTC, or real estate industry experience
Deep knowledge of partnership taxation
Strong understanding of real estate financial reporting
Experience managing client relationships and complex engagements
Proven leadership and staff development experience
Who Thrives Here?
The ideal candidate:
Enjoys serving as a trusted advisor to clients
Has a passion for affordable housing and real estate
Enjoys mentoring and developing professionals
Wants significant visibility within a growing practice
Thinks strategically beyond compliance work
Enjoys business development and relationship building
Seeks long-term leadership opportunities within the firm
Benefits
Competitive compensation package
Performance-based bonus opportunities
Comprehensive healthcare coverage
Retirement savings programs
Paid time off and holidays
Continuing education support
Leadership development programs
Industry training and certifications
Great Place to Work® culture
Strong advancement opportunities
Collaborative and entrepreneurial environment
What Makes This Opportunity Different?
Few accounting leadership opportunities offer the ability to specialize in a niche as impactful as affordable housing.
This position places you at the center of one of the firm's most strategic practice areas, providing direct access to industry leaders while allowing you to influence complex housing developments that create meaningful community impact.
You'll serve as more than an auditor or tax professional. You'll become a trusted advisor, industry expert, mentor, and leader helping both clients and team members succeed.
About Our Client
Our client is a respected professional services firm known for technical excellence, employee development, and exceptional client service. Through investment in specialized industry expertise, leadership development, and a collaborative culture, the firm has established itself as a destination employer for high-performing accounting professionals.
Employees benefit from leadership accessibility, sophisticated client engagements, industry specialization opportunities, and a clear path toward senior leadership and ownership opportunities.
If you're a Senior Manager with affordable housing, LIHTC, or real estate expertise seeking sophisticated client work, significant leadership responsibility, and a path toward future firm leadership, we'd love to speak with you confidentially.
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Worksite address
madison, WI, 53774, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.