Tax Manager

PP&Co•San Jose, CA

38d

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. 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. 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. 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. This position is for an experienced Tax Manager who brings both technical excellence and a passion for guiding clients toward financial success.

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.