Tax Supervising Senior

PP&Co•San Jose, CA

3d•$120,000 - $135,000•Onsite

About The Position

Are you passionate about helping individuals and businesses achieve financial success? Do you thrive in a collaborative environment where integrity and excellence are paramount? If so, PP&Co. is looking for you! 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. With Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future. As a member of our award-winning firm, you'll have the opportunity to grow both personally and professionally. We exist to empower people to reach their full potential, starting with our own team. That means investing in your 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.

Requirements

Bachelor's degree in accounting or related field required
Minimum 4 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.
High-level proficiency with Microsoft Office (Excel, Word, Outlook), CCH, and QuickBooks Online.

Nice To Haves

Master's in taxation preferred.
CPA license or active CPA candidacy preferred.

Responsibilities

Prepare and review federal and state business tax returns including LLCs, partnerships, C corporations, and gift and estate tax filings, serving as a primary reviewer to ensure accuracy, quality, and compliance with applicable tax laws and filing requirements.
Review financial statements, oversee the preparation of tax accounting schedules for clients, and reconcile book-to-tax differences, resolving discrepancies ahead of manager and partner review.
Lead comprehensive research on tax issues, tax planning strategies, and effective tax rate optimization, documenting conclusions and recommendations for leadership.
Take an active role in researching client issues and responding to IRS audits and notices alongside managers and partners, ensuring compliance with domestic and international tax laws.
Oversee client documentation, working papers, and supporting schedules, ensuring files prepared by the team are accurate, complete, and compliant with firm and regulatory standards.
Serve as a point of contact for clients, drafting proposals and engagement letters and overseeing engagement budgeting, staffing, and billing; build strong client relationships and deliver exceptional service.
Perform tax research and partner with managers and partners to develop tax planning strategies for business transactions and restructurings, clearly explaining complex tax matters to clients and internal stakeholders.
Participate in in-house CPE classes and specialized tax training provided by the firm to stay current on the latest developments in tax regulations and apply new guidance to client planning opportunities.
Supervise, train, and review the work of junior tax staff and interns, delegating assignments, managing workflow across engagements, and providing coaching, technical guidance, and ongoing professional development.
Participate in firm-sponsored CPE and specialized tax training (e.g., international tax) to deepen technical expertise, stay current with evolving tax laws and regulations, and share key updates with the team.
Serve as a technical resource for the team, help resolve complex tax issues, and promote consistent application of tax guidance and quality standards across client engagements.
Embrace AI and emerging technologies to improve efficiency and quality in tax workflows, and help the team adopt these tools by sharing best practices and encouraging innovative ways of working.
Collaborate with and review the work of global delivery team members, providing clear instructions, timely feedback, and quality oversight to ensure seamless, high-quality client service across time zones.