Tax Manager - Real Estate

Join to apply for the Tax Manager - Real Estate role at PP&Co
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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 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.

As a member of our award‑winning firm, you’ll have the opportunity to grow personally and professionally. Our friendly and high‑integrity team creates a supportive environment where you can thrive and make a real impact. We invest in your development, provide ample career‑advancement opportunities, and foster a collaborative culture where every voice is heard.

Tax Manager - Real Estate focused, full‑time, remote candidate preferred (Pacific or Central Time).

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

The annual base salary range for this role is $130,000–$160,000. Actual compensation may vary based on experience, education, and 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!

Seniority level:
Mid‑Senior level.