PP&Co is a trusted advisory firm that empowers individuals, closely held businesses, and high-net-worth clients to reach their financial goals with integrity, innovation, and excellence. We have recently joined Ascend, a platform that combines the resources of a Top 25 firm with the independence of entrepreneurial CPAs, to accelerate growth and innovation.
Position: Tax Manager
We’re looking for an experienced Tax Manager who combines technical excellence with a passion for guiding clients toward financial success. In this role you will work closely with clients, mentor junior staff, and shape the future direction of our tax practice.
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 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.
Qualifications
- Bachelor’s degree in Accounting or a related field.
- CPA license preferred.
- Minimum of 5 years of experience in tax accounting.
- Advanced knowledge of partnership tax, real estate taxation, and related compliance issues.
- Excellent communication, leadership, and organizational skills.
- Experience managing tax engagements and supervising staff.
- Ability to work effectively in a team environment.
What We Offer
- 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.
- Proficiency in accounting and tax software; experience with QuickBooks, CCH Axcess, and Engagement preferred.
The annual base salary range for this role is $130,000–$160,000. Actual compensation may vary based on experience, education, and/or skill level.
Join us in our mission to empower financial success and make a positive impact in the lives of our clients.
#J-18808-Ljbffr