Manage and review complex income tax returns and workpapers for individuals, partnerships, corporations (C and S), fiduciaries, estates, and CA LLCs.
Lead client engagements, overseeing tax planning, compliance, and provision services across diverse industries.
Prepare and review federal, state, and local tax filings, including Forms 1065, 1120, 1040, and 1041.
Assist with tax structuring and planning for real estate transactions, including 1031 exchanges, joint ventures, capital events, and exit strategies.
Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies.
Conduct tax research, prepare technical memoranda, and assist with IRS and state audit responses.
Manage K-1 reporting, partner capital accounts, and basis tracking for complex ownership structures.
Build and maintain strong client relationships through effective communication, timely service delivery, and project management.
Serve as a trusted advisor by identifying tax risks, consulting opportunities, and offering practical, business-focused solutions.
Supervise, mentor, and develop junior staff to foster a collaborative, high-performing team.
Ensure timely and accurate preparation, review, and filing of all required tax forms.
Contribute to business development initiatives and departmental process improvements.
Collaborate with cross-functional teams on complex tax provisions and related accounting issues.
Assist with engagement management, including budgeting, billing, scheduling, and identifying opportunities for expanded client services.
Perform additional duties and special projects as needed.
Requirements
Bachelor's degree in Accounting or related field
CPA License Preferred
Minimum of 5 years of experience in tax accounting
Advance knowledge of partnership tax, real estate taxation, and relevant tax compliance issues.
Excellent communication, leadership and organizational skills
Experience managing tax engagement and supervising staff
Ability to work effectively in a team environment
Benefits
Competitive salary and benefits packageComprehensive health, dental, and vision insurance401(k) with firm matchingOpportunities for professional development and career growthA collaborative and supportive work cultureMeaningful work that makes a difference in our clients' livesProficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferredThe annual base salary range for this role is $130,000-$160,000. This range includes the anticipated low and high end the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level.Join us in our mission to empower financial success and make a positive impact in the lives of our clients. Apply now to be part of our dynamic team at PP&Co!Health insuranceDental insuranceVision insurance401(k)Remote work options
Additional Information
Are you driven by making a real impact-helping individuals and businesses thrive financially? Do you excel in a people-first culture where integrity, innovation, and excellence aren't just values-they're how we work every day?
At PP&Co, we're not just looking for a tax expert-we're looking for a trusted advisor, a leader, and a collaborator.
Who We Are: At PP&Co, we are dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach their financial goals. And now, we are taking our commitment to excellence to a new level. In February 2024, we made the strategic decision to join Ascend - a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend's shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future.
Why Join Us: As a member of our award-winning firm, you'll have the opportunity to grow both personally and professionally. Our friendly and high-integrity team members create a supportive environment where you can thrive and make a real impact. We believe in investing in our team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to meaningful projects and initiatives.
Position: Tax Manager - Real Estate focused
Are you a seasoned tax professional ready to take your career to the next level? Do you thrive in a collaborative, client-focused environment where your expertise is valued, and your leadership drives results?
At PP&Co, we're looking for an experienced Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success. If you're seeking a firm where your voice matters, your career can grow, and your work makes a difference
Pacific or Central Time candidates are preferred for remote candidates.
Ascendtogether · San Jose, CA