ppco
Senior Tax Manager - Real Estate
San Jose, CA · Senior
Sponsorship not specified$160k-$180kDetected 5 days ago
Business DevelopmentAccountingBudgetingExcelTaxRecruitingResearchLeadershipCommunication
About the role
- 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?
- With Ascend's shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future.
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.
- Support high-net-worth individuals (HNWIs) with income tax optimization, charitable giving, estate planning, and wealth transfer strategies.
- 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.
- Supervise, mentor, and develop junior staff to foster a collaborative, high-performing team.
- Collaborate with cross-functional teams on complex tax provisions and related accounting issues.
- Perform additional duties and special projects as needed.
- Our friendly and high-integrity team members create a supportive environment where you can thrive and make a real impact.
- Do you thrive in a collaborative, client-focused environment where your expertise is valued, and your leadership drives results?
Requirements
- Bachelor's degree in Accounting or related field
- Ensure timely and accurate preparation, review, and filing of all required tax forms.
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Nice to have
- Senior Tax Manager
- Are you a seasoned tax professional ready to take your career to the next level?
- If you're seeking a firm where your voice matters, your career can grow, and your work makes a difference
- Preferred candidates to be in Pacific or Central Time Zone.
- CPA License Preferred
Compensation
- $160k-$180k
Company info
- 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. Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow. Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential. For more information, visit www.ascendtogether.com.
- 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: 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 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.
- Backed by private equity from people-focused Alpine Investors, Ascend is building a dynamic platform for regional accounting firms that enables them to stay independent while accessing the resources of a Top 25 firm to help them grow.
- Ascend provides access to growth capital, robust talent acquisition and training, leading quality management resources, best-of-breed technology, AI tools, an offshore captive, shared back-office services, a catalytic leadership system, and modernized equity incentives so that firms can surmount today's industry challenges to reach their full potential.
- For more information, visit www.ascendtogether.com.
- Why Join Us: As a member of our award-winning firm, you'll have the opportunity to grow both personally and professionally.
- We believe in investing in our team's development and providing ample opportunities for career advancement.
This listing is sourced directly from ppco's careers page and normalized into a canonical job model.