Tax Supervising Senior

PP&Co • San Jose, CA

2d • Onsite

About The Position

PP&Co. is seeking a talented and driven Tax Supervising Senior to join their team on a full-time basis. This role involves building and nurturing lasting client relationships while managing tax engagements for a diverse portfolio of clients, including privately held businesses, business owners, families, and high-net-worth individuals. The Supervising Senior will play a critical role in managing complex tax engagements, reviewing work prepared by junior team members, and serving as a liaison between clients and management. The ideal candidate is a proactive problem solver with strong technical expertise in tax compliance and planning. PP&Co. is an award-winning firm that fosters a collaborative culture and invests in employee development and career advancement. In February 2024, PP&Co. joined Ascend, a tax, accounting, and advisory platform, to enhance innovation and growth.

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.

Benefits

• Investing in your development
• Ample opportunities for career advancement
• Collaborative culture where every voice is heard and valued
• Opportunity to work closely with colleagues and contribute ideas to meaningful projects and initiatives

What This Job Offers

• Job Type: Full-time
• Career Level: Senior