Accounting Manager (Real Estate)
- for any list of duties/requirements/benefits. So we can list duties as
- . Could group by percentages but not required. We'll list all duties.
Requirements: Qualifications section includes Education, Experience, Professional Certification, Specialized knowledge. Could be Requirements heading.
Skills: maybe not separate; we could omit if no specific skills list beyond qualifications. Could include Skills if we have specialized knowledge etc. But better to follow instruction: include a section ONLY when posting has real, specific content for it. We have qualifications content, so we can have Requirements (or Qualifications). The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can choose which to include. We have overview (About the role). We have duties (Responsibilities). We have qualifications (Requirements or Qualifications). We have schedule info (Schedule). We don't have Benefits, Pay, Skills (maybe we could put specialized knowledge under Skills). But we could also put specialized knowledge under Requirements. To avoid thin sections, we can combine qualifications and skills into Requirements. But we have both Education/Experience/Certification and Specialized knowledge. Could put under Requirements. Then we could omit Skills section.
Thus sections: About the role (Overview), Responsibilities (combined duties), Requirements (education, experience, certification, specialized knowledge), Schedule (hours). No Benefits, Pay, Skills.
We must not repeat job title as heading. Job title is Manager. Not used.
We must not include Job ID etc.
We must remove boilerplate: "Apply Today! Begin a long-term relationship..." etc. Also remove E-Verify lines, Great Place to Work certification maybe okay? It's part of overview? It's in overview: "SVA is certified as a great workplace by the Great Place to Work® institute." That's substantive? Could keep as part of About the role. The E-Verify lines are boilerplate legal; remove them. Also duplicate Spanish line.
Also remove "Role is based in Wisconsin." Could keep as location? Might be part of About the role. It's substantive location. Keep.
Now craft HTML.
Structure:
About the role
... overview paragraph ...
Responsibilities
- ... ...
Requirements
- Bachelor’s degree in Accounting or related field required.
- 5+ years’ experience in public accounting required, including experience serving affordable housing, real estate, and/or LIHTC clients.
- CPA required.
- 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.
Schedule
Typically requires 55 hours/week during busy season (including weekends), and 40-45 hours/week during non‑busy season.
We need to preserve all substantive information from overview and duties. Let's extract overview text: "SVA is looking for a Manager to join our Real Estate team in our Madison, WI location. This is the opportunity you have been looking for! You will benefit from continuous learning through client-facing interactions and 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." Then "Overview The Manager acts as the liaison between the principals, the client, and accounting staff and is generally responsible for all phases of moderate to complex assurance and tax engagements for affordable housing and real estate clients, including Low-Income Housing Tax Credit (LIHTC) entities. Managers are expected to promote the most efficient operation of SVA by using their talents and staff management abilities to project and plan workflow. They make broad decisions in the course of their work, including using their knowledge of general economic and political trends and of possible tax or other legislation that could affect the business climate. Managers are expected to develop expertise in LIHTC compliance, partnership taxation, affordable housing reporting, and related regulatory requirements." We can combine into About the role paragraph(s). Usefor prose. Could be multiple paragraphs. Now responsibilities: need to list all duties from 60% Client Work, 30% Supervision and Leadership, 10% Professional Development. Let's extract each bullet. 60% Client Work: - 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. - 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. - 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. (But schedule we already have separate; still could include but we might duplicate. Better to keep schedule separate; we can omit this sentence from responsibilities to avoid duplication. However we must preserve ALL substantive information; we can't remove it. But we can keep it in responsibilities and also have schedule section? That would duplicate. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. So we must keep that sentence somewhere. If we also have schedule section, we would duplicate. Better to keep it only in responsibilities and not have separate schedule section. But we also need schedule info; we can keep it within responsibilities. However we also have a schedule section requirement: we should only include if posting actually states them. It does state hours. So we could include schedule section and also keep the sentence in responsibilities? That would be duplication, which is not summarizing away detail but repeating detail. Is duplication allowed? Not explicitly forbidden, but we should avoid unnecessary duplication? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Duplication preserves info, not summarizing away. It's okay but could be considered redundant. However better to avoid duplication by placing the hours info only in schedule section and not repeat in responsibilities. But then we would be removing that sentence from responsibilities, which would be summarizing away detail (removing). So we need to keep it somewhere; we could keep it in responsibilities and also have schedule section that repeats it; that's preserving detail (though duplicated). I'd rather keep it only in responsibilities and not have schedule section, but then we would miss the schedule heading which the instruction says to include only when posting has real, specific content for it. It does have schedule content, so we should include schedule section. If we include schedule section, we need to keep the hours info there. We could keep the sentence in responsibilities but maybe we can rephrase to not duplicate? The sentence includes hours info; we could keep that sentence but also have schedule section that just references the same info? That's duplication. Might be acceptable. However to reduce duplication, we could edit the responsibilities sentence to omit the hours part, but that would be removing detail (the hours). Not allowed. So we must keep the hours sentence somewhere. We could keep it in responsibilities and also have schedule section that just says "See responsibilities for schedule details." That would be summarizing away? Not exactly; we would be referencing but not providing the detail. That would be summarizing away. Not allowed. Thus we need to keep the hours sentence in responsibilities and also have schedule section with same info. That's duplication but preserves detail. I think it's okay. Let's keep responsibilities as list items, and include the hours sentence as one of the list items (maybe the last one). Then schedule section can repeat that sentence in a
. That duplicates but okay. Now 30% Supervision and Leadership list: - Assign work to staff members on the basis of their knowledge and capabilities. - Prepare and discuss staff performance evaluations. - Participate in the training of staff members; offer guidance and direction and give constructive feedback of work papers. - Effectively lead others, and be actively involved with staff development, take ownership of staff engagement and retention. - Conduct stay interviews and work with leadership to resolve any themes. - Identify need for staff recruitment, actively participate in interview panels. - As appropriate, 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. - Ensure career pathways “heatmaps” of direct reports are accurate and reflective of the work performed. Have documented, yet evolving, career plans in place for each direct report. - Align with the firm strategy and communicate developments to staff. Explain the “why.” 10% Professional, Personal and Business Development: - Work with mentor to continue to develop career path. - Research complex topics. Propose findings in analytical, concise manner, including recommendation. - Participate and/or lead in SVA and community events, professional, civic or charitable organizations - Actively participate in a business and/or industry association. - Utilize internal and external learning opportunities. - Continue to refine project management skills. - Serve as a mentor to multiple members of the accounting staff. - Expand services for existing clients. - Develop business consulting acumen. - Develop and present internal and external training, including writing articles for publication. - Lead moderate to complex internal projects. - Network with COI’s. - Achieve client retention targets. - Achieve new and existing cross selling and upselling goals. Now Qualifications (Requirements) list as earlier. Now schedule section: we can put the hours sentence. Now About the role paragraph(s). We'll combine the initial paragraph and overview. Let's craft. We must not include boilerplate: "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 Wisconsin. SVA is certified as a great workplace by the Great Place to Work® institute. SVA participates in E-Verify and