Tax Manager - Real Estate

Ascend Partner Firms • San Jose, CA

193d • $130,000 - $160,000

About The Position

At PP&Co, we are dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach their financial goals. We are looking for an experienced Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success. This position is focused on managing and reviewing complex income tax returns and leading client engagements in a collaborative, client-focused environment.

Requirements

• 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 engagement and supervising staff.
• Ability to work effectively in a team environment.

Nice To Haves

• Proficient in accounting and tax software; experience with QuickBooks, CCH Axcess & Engagement preferred.

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.
• 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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree