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Senior Tax Manager - Real Estate

San Jose, CA

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. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today’s industry challenges to reach their full potential. For more information, visit www.ascendtogether.com. 

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: Senior Tax Manager 
 
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 Senior 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 

Preferred candidates to be in Pacific or Central Time Zone. 

Responsibilities: 

  • 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. 

Qualifications: 

  • Bachelor's degree in Accounting or related field
  • CPA License Preferred  
  • Minimum of 7 years of experience in tax accounting
  • Advanced technical skills in tax compliance and planning
  • Excellent communication, leadership and organizational skills
  • Experience managing tax engagement and supervising staff
  • Ability to work effectively in a team environment
  • Proficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred 

What We Offer: 

  • Competitive salary and benefits package
  • Comprehensive health, dental, and vision insurance
  • 401(k) with firm matching
  • Opportunities for professional development and career growth
  • A collaborative and supportive work culture
  • Meaningful work that makes a difference in our clients' lives 

The annual base salary range for this role is $160,000-$180,000. 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! 

 

 

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