Senior Accountant - Real Estate

About the role

SVA is looking for a Senior Accountant to join our Real Estate team in our Madison, WI location. This is the opportunity you have been looking for!

Responsibilities

• Develop skills across industries, find your passion and the perfect fit.
• Benefit from continuous learning through client-facing interactions and develop an in-depth understanding of how accounting impacts the business world.
• Collaborate with an accomplished and diverse team of professionals and enhance your career with personalized development and mentoring opportunities.
• Demonstrate expertise and evolving leadership skills, while building your career in an independent and growing professional services firm that has been certified as a Great Place to Work®!
• 50% - 75% Client Work:
  • Work with in-charge to complete assigned audits, reviews, and/or compilations.
  • As challenging/unique situations occur, propose alternative options to in-charge, discuss and agree on course of action.
  • Act as in-charge for assigned engagements including client interaction and budget preparation.
  • Prepare financial statements.
  • Prepare moderate to difficult income tax and informational returns, including organizing a file of supporting documentation.
  • Perform tax, audit, and affordable housing regulatory research to develop expertise in the LIHTC and real estate industry.
  • Manage assigned administrative and other client related tasks.
  • Successfully and appropriately participate in internal and external meetings.
  • 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% - 35% Bookkeeping:
  • Absist clients with bookkeeping (monthly, quarterly, and annually).
  • Post adjustments to working trial balance.
  • Record transactions in journals, classify postings, total and cross-total entries for a period.
  • Draft financial reports including any required footnote disclosures.
  • Create and maintain property and equipment and calculate depreciation and amortization.
  • Set up books of accounts for new businesses.
• 10% Professional and Personal Development:
  • Work with mentor and/or senior staff to develop and execute career path.
  • Utilize internal and external learning opportunities.
  • Participate in projects as identified.
  • Represent SVA in the community and identify external organization(s) of interest.
  • Prepare for and take the CPA examination or EA exam, if appropriate.
  • Act as a buddy for interns or new staff accountants.
  • Develop supervisory skills, interests, and abilities.
• 5% Supervision:
  • Train and develop interns, including providing regular engagement feedback.

Qualifications

• Education: Bachelor’s Degree in Accounting or related field required.
• Experience: 1 to 3 years of experience as a staff accountant in a public accounting firm, preferably with experience serving real estate, affordable housing, or LIHTC clients.
• Professional Certification: Pursuing CPA Examination preferred. If appropriate, pursuing the EA Examination required.
• Specialized knowledge: All essential functions, skills, abilities, and behaviors of a Staff Accountant with minimal supervision. Knowledge of partnership taxation, real estate accounting, and affordable housing/LIHTC industry practices preferred.