Senior Tax Manager - Real Estate

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

Why Join Us: As a member of our award-winning firm, you ll have the opportunity to grow both personally and professionally in a friendly, high-integrity environment that supports career advancement. We foster a collaborative culture where every voice is heard and valued, and you will work closely with colleagues on 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 combines technical excellence with a passion for guiding clients toward financial success. If you’re seeking a firm where your voice matters 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 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.

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 engagements and supervising staff
• Ability to work effectively in a team environment
• Proficient in accounting and tax software; experience with Quick Books, 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 factors such as 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!

Equal Employment Opportunity: PP&Co is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status. We welcome candidates from all backgrounds.