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 backed by private equity, which provides resources for growth, talent acquisition, technology, and shared services. PP&Co emphasizes a people-first culture with values of integrity, innovation, and excellence, offering opportunities for personal and professional growth, career advancement, and a collaborative environment where every voice is heard and valued.
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
Mid Level
