Join to apply for the Senior Tax Manager - Real Estate role at PP&Co.
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. In February 2024, we joined Ascend— a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth.
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 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.
Position
Senior Tax Manager
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. Actual compensation may vary based on various factors, including experience, education and/or skill level.
Employment type: Full-time. Seniority level: Mid‑Senior 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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