Senior Tax Associate

PP&Co•San Jose, CA

About The Position

PP&Co is seeking a talented and driven Senior Tax Associate to join their team on a full-time basis. In this role, the associate will have the opportunity to build and nurture client relationships while managing tax engagements for a diverse range of clients, including privately held businesses, business owners, families, and high-net-worth individuals. The firm is dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach their financial goals. In February 2024, PP&Co 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 well-positioned for strong innovation and growth in the future. As a member of their award-winning firm, the associate will have the opportunity to grow both personally and professionally in a supportive environment.

Requirements

Bachelor’s degree or related field
Minimum of 3 years of experience in tax accounting
Strong technical skills in tax compliance and planning
Excellent communication and interpersonal skills
Ability to work effectively in a team environment

Nice To Haves

Master’s in Taxation preferred
CPA or CPA candidate preferred

Responsibilities

Prepare business tax returns and financial statements for multinational clients, including LLCs, partnerships, C-corps, and gift and estate tax filings.
Conduct comprehensive research on tax issues related to multinational business decisions, tax planning strategies, and effective tax rate optimization.
Participate in in-house CPE classes and specialized international tax training provided by the firm to stay updated on the latest developments in tax regulations.
Assist in researching client issues and representing clients in IRS audits if necessary, ensuring compliance with domestic and international tax laws.
Support clients by writing proposals, engagement letters, budgeting, staffing, and billing, fostering strong client relationships and delivering exceptional service.