Back to jobs

Senior Tax Associate

San Jose, CA; Santa Cruz, CA

Unleash Your Potential: Senior Tax Associate at PP&Co Awaits

Are you passionate about helping individuals and businesses achieve financial success? Do you thrive in a collaborative environment where integrity and excellence are paramount? If so, PP&Co. is looking for you!

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: We are seeking a talented and driven Tax Senior to join our team on a full-time basis. In this role, you will build and nurture lasting client relationships while managing tax engagements for a diverse portfolio of clients, including privately held businesses, business owners, families, and high-net-worth individuals. 

Tax Preparation  

  • Prepare and review federal and state business tax returns for clients, including LLCs, partnerships, C corporations, and gift and estate tax filings, ensuring compliance with applicable tax laws and filing requirements. 
  • Review financial statements and support tax accounting schedules for clients, and reconciling book to tax differences. 
  • Conduct comprehensive research on tax issues, tax planning strategies, and effective tax rate optimization. 
  • Assist in researching client issues and representing clients in IRS audits, ensuring compliance with domestic and international tax laws. 
  • Maintain accurate and complete client documentation, working papers, and supporting schedules in compliance with firm and regulatory standards. 

 

Consulting Services  

  • Support clients by writing proposals, engagement letters, and overseeing budgeting, staffing, and billing; foster strong client relationships and deliver exceptional service. 
  • Perform tax research and collaborate with managers and partners to develop tax planning strategies for business transactions and restructurings, explaining complex tax matters to clients and internal stakeholders. 
  • Participate in in-house CPE classes and specialized tax training provided by the firm to stay current on the latest developments in tax regulations. 

 

Administrative & Leadership Duties  

  • Supervise and review the work of junior tax staff and interns, providing coaching, technical guidance, and ongoing professional development.  
  • Participate in firm-sponsored CPE and specialized tax training (e.g., international tax) to maintain and expand technical expertise and stay current with evolving tax laws and regulations.  
  • Share technical knowledge with team members, assist in resolving complex tax issues, and promote consistent application of tax guidance across client engagements. 

 

Qualifications 

  • Bachelor's degree in accounting or related field required; master's in taxation preferred. 
  • CPA license or active CPA candidacy preferred. 
  • Minimum 3 years of experience in tax accounting. 
  • Strong technical skills in tax compliance and planning. 
  • Excellent communication and interpersonal skills; ability to work effectively in a team environment. 
  • High-level proficiency with Microsoft Office (Excel, Word, Outlook), CCH, and QuickBooks Online. 

 

The annual base salary range for this role is $105,000-$120,000. 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.!

Create a Job Alert

Interested in building your career at PP&Co? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
Which types of tax returns have you prepared in your recent experience? (Select all that apply.) *
Which industries have you primarily served? (Select all that apply.) *
Select...
Select...

U.S. Standard Demographic Questions

At Ascend, we believe that having a diverse organization that reflects the communities that we serve is critical in everything we do. In order to increase representation across identity groups and ensure equitable experiences throughout the hiring process, we collect information regarding race/ethnicity, gender, and sexual orientation. For each question, please select all that apply or choose "I prefer not to answer" if you do not wish to provide a response. 

Responses to this survey will have no influence on your application, interview process, or ultimate hiring decision. All questions are aimed towards ensuring our recruiting and hiring practices are inclusive to all persons, and all responses will be kept anonymous. 

Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in PP&Co’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...