Supervisor (Real Estate)
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to decide how to structure responsibilities: Could be a list under Responsibilities heading. The posting has three categories: 50% Supervision and Leadership (with bullet points), 40% Client Work (with bullet points), 10% Professional and Personal Development (with bullet points). We'll turn each bullet into
- . Could also group under subheadings but not required; we just need list.
Qualifications: Education, Experience, Professional Certification, Specialized knowledge. We'll list each as
- .
Schedule: mention hours. Could be a
.
We must not include filler like "commensurate with experience". Not present.
Let's extract substantive text:
Overview paragraph: "SVA is looking for a Supervisor to join our Real Estate Accounting team in Madison, 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."
We might keep that as About the role.
Responsibilities: The bullet points under each percentage.
Let's list them:
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.
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.
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.
Schedule: The hours info is already in Client Work bullet; but we could extract to Schedule section to avoid duplication? The instruction: preserve ALL substantive information; do not invent or summarize away detail. If we move hours to Schedule section, we would be removing it from Client Work list, which would be losing detail. Better to keep it in Client Work list as is, and not create a separate Schedule section unless we have schedule info separate. However the hours are part of Client Work bullet; we could keep it there. The instruction says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state schedule info (hours). So we could create a Schedule section with that info, but we must not lose the info elsewhere. If we create Schedule section, we should still keep the info somewhere else? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." If we move it to Schedule section and remove from Client Work, we are not losing info, just relocating. That's okay as long as we keep it. But we must not duplicate? Duplication is okay? It says remove duplicated lines. So we should avoid duplicating the same sentence. So we could extract the hours sentence into Schedule section and remove it from Client Work list. That would preserve info, not duplicate. Let's do that.
Thus Client Work list will have all bullets except the hours sentence. Then Schedule section will have a
with the hours sentence.
Check if any other schedule info: none.
Now Benefits: none. Pay: none. Skills: none explicit.
We'll include About the role, Responsibilities, Qualifications, Schedule.
We need to use
for each section heading.
We'll output only HTML fragment.
Let's craft:
About the role
SVA is looking for a Supervisor to join our Real Estate Accounting team in Madison, 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.
Responsibilities
- 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.
- 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.
- All other duties as assigned.
- 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.
But we separated Supervision and Leadership, Client Work, Professional and Personal Development all into one list. That's okay; it's still a list of duties. However we might want to keep headings inside list? Not required. The instruction: Use - for any list of duties/requirements/benefits. So a single list is fine.
Now Qualifications:
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.
Schedule:
Schedule
Typically requiring 55 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
We should ensure we didn't miss any substantive info: The overview includes "SVA is certified as a great workplace by the Great Place to Work® institute." Already in overview. Also "SVA participates in E-Verify and will provide the federal government with your Form I-
for prose. We need to decide how to structure responsibilities: Could be a list under Responsibilities heading. The posting has three categories: 50% Supervision and Leadership (with bullet points), 40% Client Work (with bullet points), 10% Professional and Personal Development (with bullet points). We'll turn each bullet into
. We must not include filler like "commensurate with experience". Not present. Let's extract substantive text: Overview paragraph: "SVA is looking for a Supervisor to join our Real Estate Accounting team in Madison, 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." We might keep that as About the role. Responsibilities: The bullet points under each percentage. Let's list them: 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. 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. 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. Schedule: The hours info is already in Client Work bullet; but we could extract to Schedule section to avoid duplication? The instruction: preserve ALL substantive information; do not invent or summarize away detail. If we move hours to Schedule section, we would be removing it from Client Work list, which would be losing detail. Better to keep it in Client Work list as is, and not create a separate Schedule section unless we have schedule info separate. However the hours are part of Client Work bullet; we could keep it there. The instruction says: "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting does state schedule info (hours). So we could create a Schedule section with that info, but we must not lose the info elsewhere. If we create Schedule section, we should still keep the info somewhere else? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." If we move it to Schedule section and remove from Client Work, we are not losing info, just relocating. That's okay as long as we keep it. But we must not duplicate? Duplication is okay? It says remove duplicated lines. So we should avoid duplicating the same sentence. So we could extract the hours sentence into Schedule section and remove it from Client Work list. That would preserve info, not duplicate. Let's do that. Thus Client Work list will have all bullets except the hours sentence. Then Schedule section will have a
with the hours sentence. Check if any other schedule info: none. Now Benefits: none. Pay: none. Skills: none explicit. We'll include About the role, Responsibilities, Qualifications, Schedule. We need to use
for each section heading.
We'll output only HTML fragment.
Let's craft:
About the role
SVA is looking for a Supervisor to join our Real Estate Accounting team in Madison, 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.
Responsibilities
- 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.
- 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.
- All other duties as assigned.
- 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.
- for any list of duties/requirements/benefits. So a single list is fine.
Now Qualifications:
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.
Schedule
Typically requiring 55 hours/week during busy season (including weekends), and 40-45 hours/week during non-busy season.
We should ensure we didn't miss any substantive info: The overview includes "SVA is certified as a great workplace by the Great Place to Work® institute." Already in overview. Also "SVA participates in E-Verify and will provide the federal government with your Form I-