Tax Manager
About The Position
PP&Co is seeking an experienced Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success. This role is for a seasoned tax professional ready to take their career to the next level in a collaborative, client-focused environment where their expertise is valued and their leadership drives results. The firm is part of Ascend, a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth, providing access to growth capital, talent acquisition and training, quality management resources, technology, AI tools, an offshore captive, shared back-office services, and modernized equity incentives.
Requirements
- Bachelor's degree in Accounting or related field
- Minimum of 5 years of experience in tax accounting
- Advance 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
- CPA License Preferred
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Manager
