Tax Manager - Real Estate

Overview

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 support growth. With Ascend’s shared resources and partnerships, PP&Co is positioned for innovation and growth.

Why Join Us: As a member of our award-winning firm, you’ll have opportunities to grow both personally and professionally. Our friendly, high-integrity team provides a supportive environment where you can thrive and make an impact. We invest in development and offer career advancement, a collaborative culture, and opportunities to contribute ideas to meaningful projects.

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 leadership drives results?

We’re looking for an experienced Tax Manager who blends technical excellence with a passion for guiding clients toward financial success. If you seek a firm where your voice matters, your career can grow, and your work makes a difference, consider PP&Co.

Pacific or Central Time candidates are preferred for remote work.

• Manage and review complex income tax returns and work papers 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.

• Bachelor's degree in Accounting or related field
• CPA License Preferred
• Minimum of 5 years of experience in tax accounting
• Advanced knowledge of partnership tax, real estate taxation, and relevant tax compliance issues
• Excellent communication, leadership, and organizational skills
• Experience managing tax engagements and supervising staff
• Ability to work effectively in a team environment

• 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 for our clients
• Proficiency in accounting and tax software; experience with Quick Books, CCH Axcess & Engagement preferred

The annual base salary range for this role is…